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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $40,378 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $27,452 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 51 733 BISHOP STREET, SUITE 2800 · HONOLULU, HI 96813 | Investment Mgmt Fees | $23,035 |
JAMES P HASSELMAN CPA LLC2+ years Service code 10 · EIN 20-5496781 | Accounting | $14,660 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $12,277 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Advisory (Plan) | $12,004 |
ACW INSURANCE GROUP2+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $6,301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,884-100.0% | $84,753-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | 5.68% | 18.03%-12.3pp | 22.78%-17.1pp | 169.23%-163.5pp |
| Employer contribution / active EE | $5,278 | $2,233+136.3% | $3,574+47.7% | $1,963+168.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |