FIRST HAWAIIAN BANK
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served40+2 YoYRank #426 of mapped providers
Assets under administration$6.9B0.0%Market share · rank #1544
Fees received$4MMedian $70,676/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FIRST HAWAIIAN BANK plan look like?
Service mix · median fees per plan
Count of plans where FIRST HAWAIIAN BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Custodial (securities)Code 19 | 19 | $99,008 | |
Trustee (bank, trust company, or similar financial institution); Trustee (directed); Other investment fees and expenses; Direct payment from the planCode 21 | 11 | $62,209 | |
Recordkeeping fees; Custodial (securities); Sub-transfer agency fees; Custodial (other than securities)Code 18 | 5 | $64,384 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $106,036 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $22,260 | |
Trustee (directed); Investment management fees paid directly by plan; Investment managementCode 25 | 1 | $160,221 | |
Investment advisory (plan); Other fees; Direct payment from the planCode 27 | 1 | $175,137 |
Competitor overlap
Percent of FIRST HAWAIIAN BANK's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FIRST HAWAIIAN BANK.
| Sponsor | From | Assets |
|---|---|---|
KAMEHAMEHA SCHOOLSHI · 990073480-002 | WELLINGTON TRUST COMPANY | $305M |
Plans lost in 2024
Appeared last year under FIRST HAWAIIAN BANK; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIOHI · 996024339-001 | $712M | 14,713 | $213,949 | 9y | - |
HAWAII CARPENTERS FINANCIAL SECURITY FUNDHI · 990264272-003 | $662M | 7,254 | $570,056 | 10y | - |
PAMCAH-UA LOCAL 675 PENSION FUNDHI · 996024083-001 | $575M | 3,068 | $182,339 | 3y | - |
HAWAII ELECTRICIANS ANNUITY PLANHI · 996020486-001 | $450M | 4,113 | $152,587 | 9y | - |
BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLANHI · 990314293-001 | $430M | 1,452 | $375,263 | 8y | - |
HAWAII LABORERS' PENSION TRUST FUNDHI · 996025107-001 | $426M | 6,020 | $106,036 | 10y | - |
HAWAII ELECTRICIANS PENSION PLANHI · 996005391-002 | $362M | 3,427 | $83,471 | 8y | - |
BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUNDHI · 990221545-002 | $349M | 3,281 | $99,008 | 3y | - |
BOARD OF TRUSTEES OF THE HOTEL INDUSTRY-ILWU PENSION PLANHI · 996027621-001 | $319M | 16,470 | $163,238 | 9y | - |
HAWAII LABORERS' ANNUITY FUNDHI · 990322478-001 | $302M | 6,159 | $141,369 | 9y | - |
Flag exposure
97.5%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into FIRST HAWAIIAN BANK.
- FIRST HAWAAIN BANK
- FIRST HAWAIIAN BANK
- FIRST HAWAIIAN BANK INVESTMENT SVCS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FIRST HAWAIIAN BANK's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 5.00% | 1.71% | +3.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FIRST HAWAIIAN BANK. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).