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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $50,338 |
FIRST HAWAIIAN BANK2+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $44,767 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $30,908 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Advisory (Plan) | $22,148 |
JAMES P HASSELMAN CPA LLC2+ years Service code 10 · EIN 20-5496781 | Accounting | $21,832 |
GOLDMAN SACHS2+ years Filed as: KOHALA CAPITAL PARTNERS, LLC Service code 28 · EIN 45-2797073 | Investment Management | $19,948 |
ACW INSURANCE GROUP2+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $12,972 |
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Employer contribution per participant 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.65% | 3.49%+4.2pp | 4.16%+3.5pp | 7.18%+0.5pp |
| Employer contribution / active EE | $5,685 | $11,083-48.7% | $29,966-81.0% | $13,095-56.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |