| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES4+ years Service code 10 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Accounting | $645,478 |
FIRST HAWAIIAN BANK4+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $275,181 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $170,000 |
PZENA INVESTMENT MANAGEMENT2 years Filed as: PZENA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-3860154 320 PARK AVENUE, 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $159,756 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $143,329 |
MCLELLAN ACTURIAL CONSULTING LLC4+ years Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $86,877 |
Service code 28 · EIN 20-1575788 385 EAST COLORADO BLVD STE 230 · PASADENA, CA 91101 | Investment Management | $55,843 |
Filed as: LEMKE, CHINEN & TANAKA,CPA, INC. Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $45,916 |
ULLICO3 years Filed as: ULLICO INVESTMENT COMPANY Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $43,356 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $41,675 |
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 | $157,433-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 4.13% | 1023.85%-1019.7pp | 10.27%-6.1pp | 1023.85%-1019.7pp |
| Employer contribution / active EE | $4,976 | $11,605-57.1% | $19,104-74.0% | $11,605-57.1% |
| Participant deferral / active EE | $0 | $275-100.0% | $15-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $12,160-100.0% | - |