| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER Service code 17 · EIN 94-2854958 | Pension Consulting | $233,715 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $225,211 |
THOMSON HORSTMANN & BRYANT3+ years Service code 28 · EIN 22-3508647 | Investment Management | $136,095 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $106,684 |
BENEFIT RISK MANAGEMENT SERVICES3+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $104,377 |
Filed as: SECURIAN ASSET MANAGEMENT Service code 28 · EIN 41-1792781 | Investment Management | $86,238 |
FIRST HAWAIIAN BANK1 year Service code 21 · EIN 99-0034327 | Bank Trustee | $58,689 |
ANALYTIC INVESTORS, LLC2 years Service code 28 555 WEST FIFTH STREET, 50TH FLOOR · LOS ANGELES, CA 90013 | Investment Management | $46,038 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $44,265 |
BANK OF HAWAII3+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $38,763 |
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 13.00% | 11.16%+1.8pp | 14.20%-1.2pp | 23.90%-10.9pp |
| Employer contribution / active EE | $17,899 | $17,064+4.9% | $27,968-36.0% | $16,539+8.2% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |