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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK1+ years Service code 28 · EIN 99-0034327 999 BISHOP STREET #2806 · HONOLULU, HI 96813 | Investment Management | $28,734 |
PYRAMID INSURANCE CENTRE, LTD.1+ years Filed as: PYRAMID INSURANCE CENTRE Service code 23 · EIN 99-0259222 1100 WARD AVE. STE 600 · HONOLULU, HI 96822 | Insurance services | $20,491 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET #500 · SAN FRANCISCO, CA 94104 | Actuarial | $20,254 |
PIMCO FUNDS1+ years Filed as: EAST PACIFIC INVESTMENT CO. Service code 27 · EIN 99-0266270 1003 BISHOP STREET · HONOLULU, HI 96813 | Advisory (Plan) | $10,920 |
G. USHIJIMA CPA LLC1+ years Service code 10 · EIN 20-1318913 1110 UNIVERSITY AVE. STE 508 · HONOLULU, HI 96826 | Accounting | $10,230 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG, ROGER AND ROSENFIELD Service code 29 · EIN 94-2458080 1136 UNION MALL #402 · HONOLULU, HI 96813 | Legal | $5,568 |
BANK OF HAWAII1+ years Service code 28 · EIN 99-0229952 111 S. KING STREET · HONOLULU, HI 96813 | Investment Management | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $68,413-100.0% | $123,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 86.8%-86.8pp | 69.2%-69.2pp |
| Annual return | -1.21% | 6.30%-7.5pp | 13.22%-14.4pp | 10.78%-12.0pp |
| Employer contribution / active EE | $7,977 | $3,050+161.5% | $5,151+54.9% | $1,899+320.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |