| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $448,095 |
INVESCO4 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $130,848 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER Service code 17 · EIN 94-2854958 | Pension Consulting | $116,605 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $112,500 |
BENEFIT RISK MANAGEMENT SERVICES6+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $108,446 |
FIRST HAWAIIAN BANK4 years Service code 21 · EIN 99-0034327 | Bank Trustee | $102,144 |
THOMSON HORSTMANN & BRYANT6+ years Service code 28 · EIN 22-3508647 | Investment Management | $98,523 |
Filed as: SECURIAN ASSET MANAGEMENT Service code 28 · EIN 41-1792781 | Investment Management | $67,014 |
MILLIMAN, INC.2 years Service code 16 · EIN 91-0675641 | Consulting | $66,098 |
ANALYTIC INVESTORS, LLC5 years Service code 28 · EIN 95-3692822 555 WEST FIFTH STREET, 50TH FLOOR · LOS ANGELES, CA 90013 | Investment Management | $54,186 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 35.55% | 15.15%+20.4pp | 10.57%+25.0pp | 11.45%+24.1pp |
| Employer contribution / active EE | $30,528 | $16,781+81.9% | $29,483+3.5% | $17,219+77.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |