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| Provider | Service type | Compensation |
|---|---|---|
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $202,245 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $40,214 |
FIRST HAWAIIAN BANK10+ years Service code 18 · EIN 99-0034327 | Custodial (other than securities); Su... | $27,643 |
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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% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 16.12% | 10.25%+5.9pp | 8.34%+7.8pp | 8.21%+7.9pp |
| Employer contribution / active EE | $30,508 | $16,685+82.8% | $30,790-0.9% | $13,837+120.5% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |