| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $433,519 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $227,500 |
BENEFIT RISK MANAGEMENT SERVICES7+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $177,613 |
INVESCO5 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $144,490 |
THOMSON HORSTMANN & BRYANT7+ years Service code 28 · EIN 22-3508647 | Investment Management | $139,892 |
MILLIMAN, INC.3 years Service code 16 · EIN 91-0675641 | Consulting | $136,941 |
FIRST HAWAIIAN BANK5 years Service code 21 · EIN 99-0034327 | Bank Trustee | $124,756 |
CW ASSOCIATES4 years Service code 10 · EIN 26-1659234 | Accounting | $46,756 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 99-0314293 | Direct payment from the plan; Insuran... | $36,673 |
Service code 29 · EIN 99-0155867 | Legal | $36,299 |
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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 13.93% | 16.75%-2.8pp | 14.84%-0.9pp | 13.24%+0.7pp |
| Employer contribution / active EE | $39,003 | $16,291+139.4% | $37,950+2.8% | $14,616+166.8% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |