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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $43,601 |
FIRST HAWAIIAN BANK4+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $31,742 |
Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $19,651 |
JAMES P HASSELMAN CPA LLC4+ years Service code 10 · EIN 20-5496781 | Accounting | $15,246 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $11,597 |
WEINBERG, ROGER & ROSENFELD4+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $6,491 |
ACW INSURANCE GROUP4+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $6,070 |
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 | $55,449-100.0% | $83,831-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | -2.33% | -1.38%-0.9pp | 850.99%-853.3pp | -9.96%+7.6pp |
| Employer contribution / active EE | $4,895 | $2,430+101.4% | $3,631+34.8% | $2,111+131.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |