| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES1+ years Service code 10 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Accounting | $552,200 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Consulting | $354,262 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 75-2316612 THREE GALLERIA TOWER, SUITE 500 · DALLAS, TX 75240 | Investment Management | $246,481 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $233,418 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA/SOSNOFF CAPITAL Service code 28 · EIN 13-3102371 101 PARK AVENUE · NEW YORK, NY 10178 | Investment Management | $188,174 |
MCCRACKEN, STEMERMAN & HOLSBERRY1+ years Filed as: MCCRACKEN, STEMERMAN, & HOLSBERRY L Service code 29 · EIN 94-1709555 595 MARKET STREET, SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $98,322 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $86,382 |
MCLELLAN ACTURIAL CONSULTING LLC1+ years Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $77,906 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $39,895 |
Filed as: LEMKE, CHINEN & TANAKA,CPA, INC. Service code 10 · EIN 99-0155373 210 WARD AVENUE, SUITE 336 · HONOLULU, HI 96814 | Accounting | $38,743 |
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 | $57,821-100.0% | $286,961-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 13.3%-13.3pp | 5.5%-5.5pp |
| Annual return | 1.32% | 5.86%-4.5pp | 2.61%-1.3pp | 5.86%-4.5pp |
| Employer contribution / active EE | $3,783 | $10,137-62.7% | $24,109-84.3% | $10,137-62.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $17-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $148-100.0% | $387-100.0% |