Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $61,300 |
GROUP PLAN ADMINISTRATORS2+ years Service code 10 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Accounting | $50,191 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $43,703 |
Filed as: LEMKE CHINEN & TANAKA CPA INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $28,037 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP STREET 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $22,500 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $14,782 |
Filed as: TORKILDSON KATZ MOORE HETHERINGTON Service code 29 · EIN 99-0155867 700 BISHOP STREET 15TH FLOOR · HONOLULU, HI 96813 | Legal | $9,591 |
DANA INVESTMENT ADVISORS2+ years Service code 28 · EIN 39-1512278 15800 WEST BLUEMOUND ROAD 250 · BROOKFIELD, WI 53005 | Investment Management | $5,236 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 8.73% | 9.03%-0.3pp | 10.36%-1.6pp | 10.21%-1.5pp |
| Employer contribution / active EE | $7,539 | $48,592-84.5% | $37,738-80.0% | $42,272-82.2% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |