| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES5+ years Service code 10 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Accounting | $650,726 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $146,767 |
PZENA INVESTMENT MANAGEMENT3 years Filed as: PZENA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-3860154 320 PARK AVENUE, 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $146,581 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $133,411 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $112,843 |
MCLELLAN ACTURIAL CONSULTING LLC5+ years Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $99,761 |
Service code 28 · EIN 20-1575788 385 EAST COLORADO BLVD STE 230 · PASADENA, CA 91101 | Investment Management | $87,982 |
Filed as: LEMKE, CHINEN & TANAKA,CPA, INC. Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $43,351 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $42,932 |
ULLICO4 years Filed as: ULLICO INVESTMENT COMPANY Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $38,711 |
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 | $1,185,213-100.0% | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | - |
| Annual return | 4.40% | 42.38%-38.0pp | 6.61%-2.2pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $24,284-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $408-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $19,478-100.0% | - |