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 SOSNOFF2+ 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 | $56,192 |
C. M. BIDWELL & ASSOCIATES2+ years Filed as: C.M. BIDWELL & ASSOCIATES Service code 28 · EIN 99-0185916 20 OLD PALI PLACE · HONOLULU, HI 96817 | Investment Management | $44,050 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 13-2655998 733 BISHOP STREET, STE 2800 · HONOLULU, HI 96813 | Advisory (Plan) | $38,918 |
GROUP PLAN ADMINISTRATORS2+ years Service code 14 · EIN 99-0187572 222 SOUTH VINEYARD STREET, PH4 · HONOLULU, HI 96813 | Plan Administrator | $38,915 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 PO BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $18,316 |
Filed as: LEMKE CHINEN & TANAKA CPA Service code 10 · EIN 99-0155373 210 WARD AVE, STE 336 · HONOLULU, HI 96814 | Accounting | $11,508 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD, STE 715 · HONOLULU, HI 96814 | Consulting | $11,344 |
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 | $7,231 | $60,545-88.1% | $92,239-92.2% | $69,631-89.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.42% | 19.71%-10.3pp | 176.29%-166.9pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $2,079 | $2,633-21.0% | $3,680-43.5% | $2,032+2.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $110 | $145-23.7% | $5,194-97.9% | $1100% |