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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GROUP PLAN ADMINISTRATORS, INC. Service code 14 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Plan Administrator | $42,109 |
FIRST HAWAIIAN BANK5+ years Service code 28 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Investment Management | $23,862 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET #500 · SAN FRANCISCO, CA 94104 | Actuarial | $13,780 |
G. USHIJIMA CPA LLC5+ years Service code 10 · EIN 20-1318913 1110 UNIVERSITY AVENUE STE508 · HONOLULU, HI 96826 | Accounting | $11,560 |
PIMCO FUNDS5+ years Filed as: EAST PACIFIC INVESTMENT CO. Service code 27 · EIN 99-0266270 1003 BISHOP STREET · HONOLULU, HI 96813 | Advisory (Plan) | $10,920 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,832 | $98,982-36.5% | $162,177-61.3% | $65,185-3.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 16.19% | 24.84%-8.6pp | 115.60%-99.4pp | 29.38%-13.2pp |
| Employer contribution / active EE | $9,567 | $3,467+176.0% | $5,613+70.4% | $2,177+339.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $291 | $596-51.2% | $10,843-97.3% | $847-65.6% |