| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $538,663 |
THOMSON HORSTMANN & BRYANT8+ years Service code 28 · EIN 22-3508647 | Investment Management | $240,281 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $197,225 |
BENEFIT RISK MANAGEMENT SERVICES8+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $184,717 |
FIRST HAWAIIAN BANK6 years Service code 21 · EIN 99-0034327 | Bank Trustee | $123,092 |
INVESCO6 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $118,991 |
MILLIMAN, INC.4 years Service code 16 · EIN 91-0675641 | Consulting | $110,144 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $95,139 |
FIRST HAWAIIAN BANK1 year Filed as: FIRST HAWAIIAN BANK INVESTMENT SVCS Service code 19 · EIN 99-0034327 | Securities Custodian | $49,539 |
LEONARD CARDER, LLP7 years Service code 29 · EIN 94-2819269 | Legal | $40,255 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -10.87% | -4.95%-5.9pp | 22.50%-33.4pp | 2.78%-13.6pp |
| Employer contribution / active EE | $37,958 | $15,740+141.2% | $33,849+12.1% | $15,276+148.5% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |