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| Provider | Service type | Compensation |
|---|---|---|
C. M. BIDWELL & ASSOCIATES1+ years Filed as: C.M. BIDWELL & ASSOCIATES Service code 28 · EIN 99-0185916 20 OLD PALI PLACE · HONOLULU, HI 96817 | Investment Management | $72,427 |
ATALANTA SOSNOFF1+ 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 | $53,514 |
GROUP PLAN ADMINISTRATORS1+ years Service code 14 · EIN 99-0187572 222 SOUTH VINEYARD STREET, PH4 · HONOLULU, HI 96813 | Plan Administrator | $38,915 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 13-2655998 733 BISHOP STREET, STE 2800 · HONOLULU, HI 96813 | Advisory (Plan) | $33,986 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 PO BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $19,675 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $11,780 |
Filed as: LEMKE CHINEN & TANAKA CPA Service code 10 · EIN 99-0155373 210 WARD AVE, STE 336 · HONOLULU, HI 96814 | Accounting | $11,173 |
FUJIKAWA & YASUNAGA1+ years Service code 29 · EIN 99-0219097 615 PIIKOI STREET, PH1 · HONOLULU, HI 96814 | Legal | $8,521 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,785 | $57,921-88.3% | $84,753-92.0% | $57,658-88.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.50% | 10.24%-11.7pp | 22.78%-24.3pp | 5.13%-6.6pp |
| Employer contribution / active EE | $1,857 | $2,598-28.5% | $3,574-48.0% | $1,974-5.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $121 | $130-6.9% | $5,333-97.7% | $95+27.7% |