| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $356,626 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MANGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $214,041 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $188,821 |
THOMSON HORSTMANN & BRYANT1+ years Service code 28 · EIN 22-3508647 | Investment Management | $144,135 |
ADVANTUS CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-1792781 | Investment Management | $95,233 |
BANK OF HAWAII1+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $93,487 |
MMA SECURITIES LLC1+ years Filed as: MARSH USA, INC. Service code 23 · EIN 36-1436000 | Insurance services | $66,596 |
CHAR SAKAMOTO ISHII LUM & CHING1+ years Service code 30 · EIN 99-0268206 | Direct payment from the plan; Employe... | $49,604 |
CW ASSOCIATES1+ years Filed as: CW ASSOCIATES, CPAS Service code 10 · EIN 26-1659234 | Accounting | $23,351 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $15,559 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.17% | -1.11%-0.1pp | -1.10%-0.1pp | -0.60%-0.6pp |
| Employer contribution / active EE | $18,170 | $11,820+53.7% | $27,248-33.3% | $12,272+48.1% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |