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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.8+ years Service code 13 · EIN 99-0351671 1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI 96814 | Contract Administrator | $84,705 |
VICTORY8+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $69,079 |
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 | $24,728 |
HONOLULU ACTUARIAL CONSULTANTS8+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $18,394 |
FIRST HAWAIIAN BANK8+ years Service code 21 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Bank Trustee | $14,243 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, STE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $10,744 |
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 | $90,934 | $73,978+22.9% | $96,515-5.8% | $75,173+21.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.08% | 26.72%-23.6pp | 35.73%-32.6pp | 160.72%-157.6pp |
| Employer contribution / active EE | $7,030 | $2,931+139.9% | $3,740+88.0% | $2,671+163.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,967 | $5,219-62.3% | $6,735-70.8% | $5,651-65.2% |