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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $52,282 |
FIRST HAWAIIAN BANK3+ years Service code 18 · EIN 99-0034327 | Custodial (securities); Custodial (ot... | $40,842 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $30,802 |
JAMES P HASSELMAN CPA LLC3+ years Service code 10 · EIN 20-5496781 | Accounting | $22,262 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $14,017 |
ACW INSURANCE GROUP3+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $12,765 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Advisory (Plan) | $5,897 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.73% | 11.78%+0.9pp | 8.32%+4.4pp | 23.90%-11.2pp |
| Employer contribution / active EE | $3,994 | $11,309-64.7% | $30,793-87.0% | $16,539-75.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |