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| Provider | Service type | Compensation |
|---|---|---|
RIVER ROAD ASSET MANAGEMENT5+ years Service code 28 · EIN 43-2076925 462 SOUTH FOURTH STREET, SUITE 1600 · LOUISVILLE, KY 40202 | Investment Management | $214,223 |
SUSTAINABLE GROWTH ADVISORS5+ years Service code 28 · EIN 05-0571266 301 TRESSER BLVD., SUITE 1310 · STAMFORD, CT 06901 | Investment Management | $171,930 |
BENEFIT RISK MANAGEMENT SERVICES5+ years Service code 10 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Accounting | $166,761 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $72,345 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Service code 17 · EIN 20-5644068 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Pension Consulting | $47,120 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $41,343 |
BANK OF HAWAII5+ years Service code 19 · EIN 99-0040710 P.O. BOX 3170 · HONOLULU, HI 96802 | Securities Custodian | $39,594 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $31,899 |
YEE & KAWASHIMA LLLP3 years Filed as: YEE & KAWASHIMA, LLLP Service code 29 · EIN 26-3624132 1000 BISHOP STREET, SUITE 908 · HONOLULU, HI 96813 | Legal | $7,880 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | -5.32% | 15.15%-20.5pp | 10.57%-15.9pp | 11.45%-16.8pp |
| Employer contribution / active EE | $14,307 | $16,781-14.7% | $29,483-51.5% | $17,219-16.9% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |