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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS1+ years Service code 10 · EIN 99-0187572 222 S. VINEYARD STREET, PH4 · HONOLULU, HI 96813 | Accounting | $47,183 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT INC Service code 51 · EIN 52-1296988 NEW PORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $25,613 |
CHAR SAKAMOTO ISHII LUM & CHING1+ years Filed as: CHAR, SAKAMOTO, ISHII, LUM & CHING Service code 29 · EIN 99-0268206 841 BISHOP STREET SUITE 850 · HONOLULU, HI 96813 | Legal | $24,987 |
Filed as: LEMKE, CHINEN & TANAKA, CPA, INC Service code 10 · EIN 99-0155373 210 WARD AVENUE, SUITE 336 · HONOLULU, HI 96814 | Accounting | $19,058 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 PO BOX 1400 · HONOLULU, HI 96813 | Securities Custodian | $17,249 |
BANK OF HAWAII1+ years Service code 28 · EIN 99-0177765 PO BOX 3170 · HONOLULU, HI 96802 | Investment Management | $16,869 |
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 | $70,667-100.0% | $123,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | -1.35% | 6.23%-7.6pp | 13.22%-14.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $5,246 | $2,946+78.1% | $5,151+1.8% | $1,882+178.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |