Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $69,382 |
PACIFIC ADMINISTRATORS, INC.2+ years Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $46,626 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $25,105 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $23,845 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $15,843 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $14,093 |
YEE & KAWASHIMA LLLP1 year Service code 29 · EIN 47-3636548 1000 BISHOP STREET, SUITE 908 · HONOLULU, HI 96813 | Legal | $6,753 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 3.59% | 9.14%-5.5pp | 8.32%-4.7pp | 10.41%-6.8pp |
| Employer contribution / active EE | $13,161 | $9,384+40.2% | $30,793-57.3% | $14,691-10.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |