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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $56,698 |
FIRST HAWAIIAN BANK5+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $48,093 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $33,028 |
JAMES P HASSELMAN CPA LLC5+ years Service code 10 · EIN 20-5496781 | Accounting | $23,099 |
WEINBERG, ROGER & ROSENFELD5+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $22,075 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
ACW INSURANCE GROUP5+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $14,271 |
AFFINITY INVESTMENT ADVISORS2 years Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $14,219 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 21.90% | 10.27%+11.6pp | 10.56%+11.3pp | 53.27%-31.4pp |
| Employer contribution / active EE | $4,147 | $12,273-66.2% | $30,197-86.3% | $14,774-71.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |