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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $570,056 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $538,283 |
HAWAII BENEFIT ADMINISTRATORS, INC.10+ years Service code 14 · EIN 99-0329747 | Plan Administrator | $416,147 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $192,926 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $167,837 |
THE SEGAL COMPANY10+ years Service code 27 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Advisory (Plan) | $70,360 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $50,553 |
BANK OF HAWAII10+ years Service code 19 PO BOX 2900 · HONOLULU, HI 96846 | Securities Custodian | $36,503 |
DECARLO & SHANLEY2 years Filed as: SHANLEY A PROFESSIONAL CORP. Service code 29 · EIN 95-4022565 | Legal | $26,147 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $9,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,302 | $241,450-62.2% | $103,378-11.7% | $199,874-54.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.28% | 17.80%-5.5pp | 24.91%-12.6pp | 34.28%-22.0pp |
| Employer contribution / active EE | $13,266 | $4,250+212.1% | $3,870+242.8% | $3,036+336.9% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $321 | $288+11.5% | $8,401-96.2% | $269+19.2% |