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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS3+ years Service code 10 · EIN 99-0187572 222 VINEYARD ST PH 4 · HONOLULU, HI 96813 | Accounting | $46,110 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT INC Service code 51 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $27,425 |
CENTRAL PACIFIC BANK3+ years Service code 19 · EIN 99-0309010 PO BOX 1400 · HONOLULU, HI 96813 | Securities Custodian | $21,578 |
BANK OF HAWAII3+ years Service code 28 · EIN 99-0177765 PO BOX 3170 · HONOLULU, HI 96802 | Investment Management | $18,595 |
Filed as: CHAR, SAKAMOTO, ISHIII, LUM & CHING Service code 29 · EIN 99-0268206 841 BISHOP STREET SUITE 850 · HONOLULU, HI 96813 | Legal | $13,397 |
G. USHIJIMA CPA LLC1 year Filed as: G USHIJIMA CPA LLC Service code 10 · EIN 20-1318913 1110 UNIVERSITY AVENUE SUITE 508 · HONOLULU, HI 96826 | Accounting | $9,382 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,739-100.0% | $149,721-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 4.63% | 21.01%-16.4pp | 1501.67%-1497.0pp | 28.90%-24.3pp |
| Employer contribution / active EE | $5,674 | $3,233+75.5% | $5,444+4.2% | $2,042+177.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |