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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $69,698 |
GROUP PLAN ADMINISTRATORS3+ years Service code 10 · EIN 99-0187572 | Accounting | $61,030 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,875 |
Filed as: LEMKE CHINEN & TANAKA, CPA, INC. Service code 10 · EIN 99-0155373 | Accounting | $27,236 |
Filed as: WEINBERG ROGER ROSENFIELD Service code 29 · EIN 94-3019439 | Legal | $21,927 |
Service code 29 · EIN 99-0155867 | Legal | $15,670 |
Filed as: BLACKSAND CAPITAL OPPORTUNITY FUND Service code 28 · EIN 27-3963642 | Investment Management | $13,585 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $8,712 |
THE SEGAL COMPANY1 year Filed as: SEGAL CO. Service code 16 · EIN 94-1503999 | Consulting | $6,497 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,443-100.0% | $83,850-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 72.0%-72.0pp | 76.1%-76.1pp | 70.9%-70.9pp |
| Annual return | 5.91% | 393.67%-387.8pp | 850.92%-845.0pp | 244.93%-239.0pp |
| Employer contribution / active EE | $8,901 | $2,682+231.9% | $3,631+145.1% | $2,078+328.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,478-100.0% | $115-100.0% |