| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $281,865 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $203,156 |
THOMSON HORSTMANN & BRYANT2+ years Service code 28 · EIN 22-3508647 | Investment Management | $159,818 |
ADVANTUS CAPITAL MANAGEMENT2+ years Service code 28 · EIN 41-1792781 | Investment Management | $124,190 |
BENEFIT RISK MANAGEMENT SERVICES2+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $113,075 |
BANK OF HAWAII2+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $94,993 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $61,750 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $45,230 |
CHAR SAKAMOTO ISHII LUM & CHING2+ years Service code 29 · EIN 99-0268206 | Legal | $39,312 |
Service code 23 · EIN 99-0259222 | Insurance services; Direct payment fr... | $32,598 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 8.30% | 4.38%+3.9pp | 4.72%+3.6pp | 7.18%+1.1pp |
| Employer contribution / active EE | $21,012 | $13,406+56.7% | $30,821-31.8% | $13,095+60.5% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |