| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $308,548 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $254,297 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 733 BISHOP STREET, SUITE 1600 · HONOLULU, HI 96813 | Investment Management | $213,118 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $116,085 |
ACW INSURANCE GROUP3+ years Service code 22 1000 BISHOP STREET 600 · HONOLULU, HI 96813 | Insurance Broker | $106,779 |
THE SEGAL COMPANY3+ years Service code 10 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Accounting | $97,743 |
BUCKINGHAM STRATEGIC PARTNERS3+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $93,591 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $93,294 |
DECARLO & SHANLEY3+ years Service code 29 · EIN 95-4022565 | Legal | $54,348 |
Filed as: SSI INVESTMENT MANAGEMENT INC. Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $38,584 |
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 | $59,003 | $221,442-73.4% | $92,240-36.0% | $77,958-24.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.05% | 15.65%-6.6pp | 176.29%-167.2pp | 20.87%-11.8pp |
| Employer contribution / active EE | $5,220 | $3,226+61.8% | $3,680+41.9% | $2,310+125.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $219 | $210+4.2% | $5,194-95.8% | $97+124.5% |