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| Provider | Service type | Compensation |
|---|---|---|
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $75,594 |
PACIFIC ADMINISTRATORS, INC.3+ years Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $50,317 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $25,890 |
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $21,407 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $16,607 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $16,084 |
YEE & KAWASHIMA LLLP2 years Service code 29 · EIN 47-3636548 1000 BISHOP STREET, SUITE 908 · HONOLULU, HI 96813 | Legal | $7,236 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 8.46% | 1.05%+7.4pp | -752.26%+760.7pp | -0.69%+9.1pp |
| Employer contribution / active EE | $10,813 | $11,363-4.8% | $31,802-66.0% | $16,786-35.6% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |