| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RISK MANAGEMENT SERVICES6+ years Service code 10 · EIN 68-0306908 560 NORTH NIMITZ HWY. SUITE 209 · HONOLULU, HI 96817 | Accounting | $673,167 |
PZENA INVESTMENT MANAGEMENT4 years Filed as: PZENA INVESTMENT MANAGEMENT LLC Service code 28 · EIN 13-3860154 320 PARK AVENUE, 8TH FLOOR · NEW YORK, NY 10022 | Investment Management | $215,853 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $180,353 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2813505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $172,986 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $165,399 |
FIRST HAWAIIAN BANK6+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $118,172 |
Service code 28 · EIN 20-1575788 385 EAST COLORADO BLVD STE 230 · PASADENA, CA 91101 | Investment Management | $96,126 |
MCLELLAN ACTURIAL CONSULTING LLC6+ years Service code 11 · EIN 99-6024339 P.O. BOX 759 · KANEOHE, HI 96744 | Actuarial | $93,060 |
Filed as: LEMKE, CHINEN & TANAKA,CPA, INC. Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $44,607 |
HONOLULU ACTUARIAL CONSULTANTS6+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $43,874 |
Employer contribution per participant 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 | $291,448-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 26.60% | 19.39%+7.2pp | 6.39%+20.2pp | 19.39%+7.2pp |
| Employer contribution / active EE | $2,147 | $8,446-74.6% | $30,371-92.9% | $8,446-74.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $24-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $7,637-100.0% | - |