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| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE9+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $161,717 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 83-3986484 2121 AVENUE OF THE STARS SUITE 2050 · LOS ANGELES, CA 90067 | Investment Management | $149,513 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $58,292 |
CENTRAL PACIFIC BANK9+ years Service code 19 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $41,457 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $28,272 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $26,121 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Actuarial | $21,597 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 968113708 | Securities Custodian | $20,579 |
Filed as: THREE PEAKS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 56-2355177 3750 DACORO LANE, SUITE 100 · CASTLE ROCK, CO 80109 | Investment Management | $15,521 |
BUCKINGHAM STRATEGIC PARTNERS9+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 511 SAXONY PLACE, SUITE 101 · ENCINITAS, CA 92024 | Investment Management | $12,997 |
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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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 14.02% | 10.38%+3.6pp | 6.89%+7.1pp | 8.21%+5.8pp |
| Employer contribution / active EE | $5,928 | $22,557-73.7% | $43,785-86.5% | $13,837-57.2% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |