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| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE2+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Contract Administrator | $87,234 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $60,901 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $44,533 |
Filed as: SIERRA INVESTMENT MANAGEMENT Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $24,239 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Actuarial | $22,670 |
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 | $20,419 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 968113708 | Securities Custodian | $17,865 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $16,200 |
CHAR SAKAMOTO ISHII LUM & CHING2+ years Service code 29 · EIN 99-0268206 841 BISHOP STREET, SUITE 850 · HONOLULU, HI 96813 | Legal | $12,742 |
Service code 28 · EIN 27-1551896 1900 AVENUE OF THE STARS, SUITE 900 · LOS ANGELES, CA 90067 | Investment Management | $9,032 |
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Employer contribution per participant 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 | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.26% | 13.03%+0.2pp | 10.36%+2.9pp | 23.90%-10.6pp |
| Employer contribution / active EE | $4,378 | $15,779-72.3% | $37,738-88.4% | $16,539-73.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |