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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.6+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $80,097 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $74,537 |
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 | $22,497 |
HONOLULU ACTUARIAL CONSULTANTS6+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $18,569 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, STE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $14,222 |
FIRST HAWAIIAN BANK6+ years Service code 21 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Bank Trustee | $13,771 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,948 | $78,672+33.4% | $109,163-3.9% | $85,856+22.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.83% | 25.09%-17.3pp | 25.75%-17.9pp | 318.58%-310.8pp |
| Employer contribution / active EE | $6,738 | $2,734+146.5% | $3,723+81.0% | $2,565+162.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,947 | $5,470-64.4% | $6,754-71.2% | $6,261-68.9% |