| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Investment Management | $355,393 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $275,904 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $237,156 |
Filed as: SSI INVESTMENT MANAGEMENT INC. Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $180,397 |
ACW INSURANCE GROUP2+ years Service code 22 1000 BISHOP STREET 600 · HONOLULU, HI 96813 | Insurance Broker | $106,088 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $88,029 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $83,817 |
THE SEGAL COMPANY2+ years Service code 10 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Accounting | $71,202 |
DECARLO & SHANLEY2+ years Service code 29 · EIN 95-4022565 | Legal | $34,323 |
JAMES P HASSELMAN CPA LLC2+ years Filed as: JAMES P HASSELMAN CPA, LLC Service code 10 · EIN 20-5496781 | Accounting | $33,277 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,298 | $54,392-0.2% | $84,753-35.9% | $63,975-15.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 8.16% | 611.38%-603.2pp | 22.78%-14.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $5,812 | $2,943+97.5% | $3,574+62.6% | $2,182+166.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $229 | $136+68.8% | $5,333-95.7% | $70+225.4% |