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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS2+ years Service code 10 · EIN 99-0187572 222 S. VINEYARD ST · HONOLULU, HI 96813 | Accounting | $43,041 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT INC Service code 51 · EIN 52-1296988 NEW PORT TOWER · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $32,630 |
CHAR SAKAMOTO ISHII LUM & CHING2+ years Filed as: CHAR, SAKAMOTO, ISHII, LUM & CHING Service code 29 · EIN 99-0268206 841 BISHOP STREET · HONOLULU, HI 96813 | Legal | $26,169 |
BANK OF HAWAII2+ years Service code 29 · EIN 99-0177765 PO BOX 3170 · HONOLULU, HI 96802 | Legal | $18,668 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 PO BOX 1400 · HONOLULU, HI 96813 | Securities Custodian | $17,757 |
G. USHIJIMA CPA LLC1 year Service code 10 · EIN 20-1318913 1110 UNIVERSITY AVENUE · HONOLULU, HI 96826 | Accounting | $9,110 |
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 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | 1.48% | 12.11%-10.6pp | 29.29%-27.8pp | 169.23%-167.8pp |
| Employer contribution / active EE | $6,515 | $3,064+112.7% | $5,211+25.0% | $1,963+232.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |