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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $85,715 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 19 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $53,796 |
CHAR SAKAMOTO ISHII LUM & CHING1+ years Service code 29 · EIN 99-0268206 841 BISHOP STREET, SUITE 850 · HONOLULU, HI 96813 | Legal | $33,750 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $24,325 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Actuarial | $22,059 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $21,777 |
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 | $17,524 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 968113708 | Securities Custodian | $16,028 |
HAWAII ELECTRICIANS ADMIN OFFICE1+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Contract Administrator | $14,976 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 511 SAXONY PLACE, SUITE 101 · ENCINITAS, CA 92024 | Investment Management | $7,424 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 3.43% | 5.13%-1.7pp | 4.74%-1.3pp | 7.18%-3.8pp |
| Employer contribution / active EE | $5,154 | $14,689-64.9% | $36,089-85.7% | $13,095-60.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |