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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.4+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $75,937 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $55,817 |
FIRST HAWAIIAN BANK4+ years Service code 21 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Bank Trustee | $27,046 |
Filed as: LEMKE, CHINEN & TANAKA, C.P.A., INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD. BLDG. 2 STE 302 · HONOLULU, HI 96813 | Accounting | $21,195 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $16,161 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, STE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $8,803 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,169 | $65,364+33.4% | $92,909-6.2% | $72,975+19.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 3.20% | 42.11%-38.9pp | 109.44%-106.2pp | 81.01%-77.8pp |
| Employer contribution / active EE | $6,924 | $2,594+166.9% | $3,653+89.5% | $2,440+183.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,808 | $4,251-57.5% | $5,795-68.8% | $5,124-64.7% |