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 |
|---|---|---|
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 13-3102371 2533 SOUTH COAST HWY, STE 225 · CARDIFF BY THE SEA, CA 92007 | Investment Management | $90,950 |
CM BIDWELL10+ years Filed as: C.M. BIDWELL & ASSOCIATES Service code 28 · EIN 99-0185916 20 OLD PLACE · HONOLULU, HI 96817 | Investment Management | $81,413 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 13-2655998 733 BISHOP ST. STE 2800 · HONOLULU, HI 96813 | Advisory (Plan) | $52,027 |
Filed as: BENEFIT & RISK MANAGEMENT SEVICES, Service code 14 · EIN 68-0306908 560 NORTH NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Plan Administrator | $42,706 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD 2-302 · HONOLULU, HI 96813 | Accounting | $26,178 |
CENTRAL PACIFIC BANK10+ years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (other than securities) | $21,549 |
GARCIA HAMILTON & ASSOCIATES6 years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 28 · EIN 76-0589652 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $13,355 |
Filed as: HONOLULU ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Actuarial | $12,880 |
YEE & KAWASHIMA LLLP2 years Filed as: YEE & KAWASHIMA LLP Service code 29 · EIN 47-3636548 1000 BISHOP STREET SUITE 908 · HONOLULU, HI 96813 | Legal | $11,619 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,193 | $130,224-92.9% | $197,124-95.3% | $79,634-88.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 9.68% | 23.65%-14.0pp | 44.34%-34.7pp | 36.46%-26.8pp |
| Employer contribution / active EE | $997 | $4,314-76.9% | $6,227-84.0% | $2,529-60.6% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $142 | $254-44.2% | $16,298-99.1% | $1,002-85.8% |