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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK3+ years Service code 29 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Legal | $36,029 |
PIMCO FUNDS2 years Filed as: EAST PACIFIC INVESTMENT CO Service code 27 · EIN 99-0266270 1003 BISHOP STREET · HONOLULU, HI 96813 | Advisory (Plan) | $29,120 |
G. USHIJIMA CPA LLC1 year Filed as: G USHIJIMA CPA LLC Service code 10 · EIN 20-1318913 1110 UNIVERSITY AVENUE SUITE 508 · HONOLULU, HI 96826 | Accounting | $11,194 |
BANK OF HAWAII3+ years Service code 28 · EIN 99-0229952 111 S KING STREET · HONOLULU, HI 96813 | Investment Management | $5,673 |
Filed as: GROUP PLAN ADMINSTRATORS Service code 14 · EIN 99-0187572 222 VINEYARD STREET PH4 · HONOLULU, HI 96813 | Plan Administrator | $3,920 |
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.
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 | $0 | $81,537-100.0% | $149,721-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 7.02% | 22.79%-15.8pp | 1501.67%-1494.7pp | 27571.02%-27564.0pp |
| Employer contribution / active EE | $9,564 | $3,239+195.3% | $5,444+75.7% | $2,032+370.6% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |