| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $398,555 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER Service code 17 · EIN 94-2854958 | Pension Consulting | $259,971 |
THOMSON HORSTMANN & BRYANT4+ years Service code 28 · EIN 22-3508647 | Investment Management | $150,543 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $118,504 |
BENEFIT RISK MANAGEMENT SERVICES4+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $113,074 |
FIRST HAWAIIAN BANK2 years Service code 21 · EIN 99-0034327 | Bank Trustee | $74,180 |
ANALYTIC INVESTORS, LLC3 years Service code 28 555 WEST FIFTH STREET, 50TH FLOOR · LOS ANGELES, CA 90013 | Investment Management | $64,736 |
Filed as: SECURIAN ASSET MANAGEMENT Service code 28 · EIN 41-1792781 | Investment Management | $60,600 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $53,705 |
INVESCO2 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $44,367 |
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -2.60% | 4.52%-7.1pp | -0.70%-1.9pp | 0.19%-2.8pp |
| Employer contribution / active EE | $28,306 | $13,719+106.3% | $28,903-2.1% | $13,763+105.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |