| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES2+ years Service code 13 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Contract Administrator | $594,088 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 75-2316612 THREE GALLERIA TOWER, SUITE 500 · DALLAS, TX 75240 | Investment Management | $239,307 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $202,064 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA/SOSNOFF CAPITAL Service code 28 · EIN 13-3102371 505 FIFTH AVENUE, 17TH FLOOR · NEW YORK, NY 10017 | Investment Management | $200,898 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $163,145 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $151,040 |
MCLELLAN ACTURIAL CONSULTING LLC2+ years Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $74,120 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $40,513 |
Filed as: LEMKE, CHINEN & TANAKA,CPA, INC. Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $39,792 |
ULLICO1 year Filed as: ULLICO INVESTMENT COMPANY Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $34,970 |
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 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 6.37% | 16.32%-10.0pp | 7.25%-0.9pp | 16.32%-10.0pp |
| Employer contribution / active EE | $4,433 | $12,766-65.3% | $33,137-86.6% | $12,766-65.3% |
| Participant deferral / active EE | $0 | $800-100.0% | $13-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |