| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK4+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $326,353 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $293,548 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $283,669 |
ACW INSURANCE GROUP4+ years Service code 22 1000 BISHOP STREET 600 · HONOLULU, HI 96813 | Insurance Broker | $109,992 |
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $99,293 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $97,036 |
THE SEGAL COMPANY4+ years Service code 10 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Accounting | $56,994 |
DECARLO & SHANLEY4+ years Service code 29 · EIN 95-4022565 | Legal | $47,225 |
JAMES P HASSELMAN CPA LLC4+ years Filed as: JAMES P HASSELMAN CPA, LLC Service code 10 · EIN 20-5496781 | Accounting | $33,948 |
BANK OF HAWAII4+ years Service code 28 P.O BOX 2900 · HONOLULU, HI 96846 | Investment Management | $20,069 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,597 | $60,396-7.9% | $83,831-33.7% | $75,289-26.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.28% | 3.84%-8.1pp | 850.99%-855.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $5,188 | $3,343+55.2% | $3,631+42.9% | $2,405+115.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $208 | $141+47.6% | $5,479-96.2% | $102+103.8% |