| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER Service code 17 · EIN 94-2854958 | Pension Consulting | $265,438 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $258,277 |
BENEFIT RISK MANAGEMENT SERVICES5+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $104,220 |
FIRST HAWAIIAN BANK3 years Service code 21 · EIN 99-0034327 | Bank Trustee | $103,192 |
THOMSON HORSTMANN & BRYANT5+ years Service code 28 · EIN 22-3508647 | Investment Management | $101,027 |
ANALYTIC INVESTORS, LLC4 years Service code 28 555 WEST FIFTH STREET, 50TH FLOOR · LOS ANGELES, CA 90013 | Investment Management | $68,250 |
Filed as: SECURIAN ASSET MANAGEMENT Service code 28 · EIN 41-1792781 | Investment Management | $63,785 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $56,403 |
INVESCO3 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $43,731 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $34,102 |
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 12.67% | 20.24%-7.6pp | 16.32%-3.6pp | 53.27%-40.6pp |
| Employer contribution / active EE | $31,267 | $14,384+117.4% | $31,806-1.7% | $14,774+111.6% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |