| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $268,693 |
FIRST HAWAIIAN BANK3 years Filed as: FIRST HAWAIIAN BANK INVESTMENT SVCS Service code 19 · EIN 99-0034327 | Securities Custodian | $234,458 |
Filed as: GOEAS GROUP OF RAYMOND JAMES Service code 16 | Consulting | $221,434 |
THOMSON HORSTMANN & BRYANT10+ years Service code 28 · EIN 22-3508647 | Investment Management | $215,623 |
BENEFIT RISK MANAGEMENT SERVICES10+ years Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 | Contract Administrator | $184,717 |
MILLIMAN, INC.6 years Service code 16 · EIN 91-0675641 | Consulting | $156,554 |
FIRST HAWAIIAN BANK8 years Service code 21 · EIN 99-0034327 | Bank Trustee | $140,805 |
INVESCO8 years Filed as: INVESCO ADVISORS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $128,738 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 53 · EIN 46-0619194 | Insurance Commissions | $81,306 |
Filed as: YAMAMOTO, CALIBOSO & HETHERINGTON Service code 29 · EIN 20-5115756 | Legal | $57,463 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.04% | 8.51%+3.5pp | 10.53%+1.5pp | 8.76%+3.3pp |
| Employer contribution / active EE | $40,815 | $16,216+151.7% | $26,797+52.3% | $16,664+144.9% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |