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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $37,513 |
GROUP PLAN ADMINISTRATORS9+ years Service code 13 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Contract Administrator | $35,070 |
SINGERLEWAK LLP1 year Filed as: SINGERLEWAK, LLP Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., STE 2-302 · HONOLULU, HI 96813 | Accounting | $19,895 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $17,685 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 510.27% | 3.50%+506.8pp | 5.16%+505.1pp | 13.05%+497.2pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |