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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES10+ years Service code 10 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Accounting | $202,190 |
SUSTAINABLE GROWTH ADVISORS4 years Filed as: SUSTAINABLE GROWTH ADVISERS Service code 28 · EIN 05-0571266 301 TRESSER BLVD., SUITE 1310 · STAMFORD, CT 06901 | Investment Management | $116,302 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $83,341 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $56,230 |
RIVER ROAD ASSET MANAGEMENT10+ years Service code 28 · EIN 43-2076925 462 SOUTH FOURTH STREET, SUITE 2000 · LOUISVILLE, KY 40202 | Investment Management | $49,698 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $48,859 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $41,268 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.44% | 10.52%-6.1pp | 31.38%-26.9pp | 10.52%-6.1pp |
| Employer contribution / active EE | $19,387 | $15,140+28.1% | $24,632-21.3% | $15,140+28.1% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $181-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |