| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Investment Management | $311,435 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $257,227 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $226,697 |
Filed as: SSI INVESTMENT MANAGEMENT INC. Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $181,580 |
THE SEGAL COMPANY1+ years Service code 10 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Accounting | $107,449 |
ACW INSURANCE GROUP1+ years Service code 22 1000 BISHOP STREET 600 · HONOLULU, HI 96813 | Insurance Broker | $103,286 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $83,576 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $76,563 |
DECARLO & SHANLEY1+ years Service code 29 · EIN 95-4022565 | Legal | $54,955 |
JAMES P HASSELMAN CPA LLC1+ years Filed as: JAMES P HASSELMAN CPA, LLC Service code 10 · EIN 20-5496781 | Accounting | $32,953 |
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 | $51,661 | $55,516-6.9% | $75,784-31.8% | $59,188-12.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -3.88% | -1.89%-2.0pp | 9.68%-13.6pp | 5.51%-9.4pp |
| Employer contribution / active EE | $5,483 | $2,604+110.6% | $3,323+65.0% | $2,098+161.3% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $235 | $110+113.9% | $5,300-95.6% | $92+155.2% |