| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $415,544 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 16 · EIN 94-1503999 | Consulting | $258,298 |
THOMSON HORSTMANN & BRYANT9+ years Service code 28 · EIN 22-3508647 | Investment Management | $194,632 |
FIRST HAWAIIAN BANK2 years Filed as: FIRST HAWAIIAN BANK INVESTMENT SVCS Service code 19 · EIN 99-0034327 | Securities Custodian | $185,521 |
BENEFIT RISK MANAGEMENT SERVICES9+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $184,717 |
INVESCO7 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $145,169 |
MILLIMAN, INC.5 years Service code 16 · EIN 91-0675641 | Consulting | $134,782 |
FIRST HAWAIIAN BANK7 years Service code 21 · EIN 99-0034327 | Bank Trustee | $124,803 |
Filed as: YAMAMOTO, CALIBOSO & HETHERINGTON Service code 29 · EIN 20-5115756 | Legal | $44,576 |
PENSION ASSURANCE LLP8 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 99-0314293 | Insurance services; Direct payment fr... | $42,560 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 8.20% | 724.96%-716.8pp | 78.62%-70.4pp | 37.77%-29.6pp |
| Employer contribution / active EE | $40,153 | $14,638+174.3% | $31,646+26.9% | $15,798+154.2% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |