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 |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC Service code 13 · EIN 99-0329747 | Contract Administrator | $61,282 |
FIRST HAWAIIAN BANK8+ years Service code 18 · EIN 99-0034327 | Custodial (securities); Direct paymen... | $49,572 |
HONOLULU ACTUARIAL CONSULTANTS8+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 11 · EIN 20-5644068 | Actuarial | $36,213 |
JAMES P HASSELMAN CPA LLC8+ years Service code 10 · EIN 20-5496781 | Accounting | $24,539 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $21,000 |
WHITESTAR ADVISORS, LLC3 years Filed as: WHITESTAR ADVISORS LLC Service code 28 902 CLINT MOORE ROAD, STE 104 · BOCA RATON, FL 33487 | Investment Management | $20,983 |
AFFINITY INVESTMENT ADVISORS5 years Filed as: AFFINITY INVESTMENT ADVISORS LLC Service code 28 4041 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $19,391 |
Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $16,892 |
WEINBERG, ROGER & ROSENFELD8+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $12,733 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -18.51% | -8.26%-10.2pp | -5.85%-12.7pp | 2.77%-21.3pp |
| Employer contribution / active EE | $3,402 | $12,543-72.9% | $31,839-89.3% | $15,262-77.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |