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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $31,031 |
GROUP PLAN ADMINISTRATORS10+ years Service code 13 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Contract Administrator | $29,225 |
SINGERLEWAK LLP2 years 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 BANK10+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $17,286 |
Service code 13 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Contract Administrator | $7,749 |
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 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | 369.39% | 80.57%+288.8pp | 64.50%+304.9pp | 15.19%+354.2pp |
| Employer contribution / active EE | $0 | $26,460-100.0% | $23,990-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |