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 |
C. M. BIDWELL & ASSOCIATES10+ 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.
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 | $95,090-90.3% | $211,142-95.6% | $64,728-85.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 9.68% | 49.50%-39.8pp | 46.84%-37.2pp | 49.38%-39.7pp |
| Employer contribution / active EE | $997 | $4,313-76.9% | $6,442-84.5% | $2,243-55.5% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $142 | $538-73.6% | $19,076-99.3% | $1,145-87.6% |