| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES9+ years Service code 10 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Accounting | $725,514 |
ORG PORTFOLIO MANAGEMENT1 year Service code 28 · EIN 20-2915624 3733 PARK EAST DRIVE, SUITE 210 · BEACHWOOD, OH 44122 | Investment Management | $686,742 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $340,442 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $213,949 |
PZENA INVESTMENT MANAGEMENT7 years Filed as: PZENA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-3860154 320 PARK AVENUE, 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $199,571 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $185,764 |
Service code 28 · EIN 20-1575788 385 EAST COLORADO BLVD STE 230 · PASADENA, CA 91101 | Investment Management | $63,190 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $59,686 |
Filed as: MCLELLAN ACTUARIAL CONSULTING LLC Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $57,867 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $47,565 |
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 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 12.08% | 8.48%+3.6pp | 7.29%+4.8pp | 8.48%+3.6pp |
| Employer contribution / active EE | $5,525 | $9,949-44.5% | $20,019-72.4% | $9,949-44.5% |
| Participant deferral / active EE | $0 | $734-100.0% | $31-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |