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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $38,780 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $27,120 |
JAMES P HASSELMAN CPA LLC1+ years Service code 10 · EIN 20-5496781 | Accounting | $14,230 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Advisory (Plan) | $12,924 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $11,963 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 51 733 BISHOP STREET, SUITE 2800 · HONOLULU, HI 96813 | Investment Mgmt Fees | $10,984 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $10,388 |
ROOSEVELT INVESTMENTS1+ years Filed as: ROOSEVELT INVESTMENT GROUP Service code 28 · EIN 13-3592307 | Investment Management | $5,993 |
ACW INSURANCE GROUP1+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $5,588 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,464-100.0% | $75,784-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 75.8%-75.8pp | 68.1%-68.1pp |
| Annual return | -4.00% | 1.03%-5.0pp | 9.68%-13.7pp | 4.54%-8.5pp |
| Employer contribution / active EE | $4,700 | $1,988+136.4% | $3,323+41.4% | $1,882+149.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |