| Provider | Service type | Compensation |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $475,066 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $348,334 |
Service code 13 · EIN 99-0329747 | Contract Administrator | $319,968 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $285,616 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 945964061 | Investment Management | $129,731 |
BUCKINGHAM STRATEGIC PARTNERS5+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $128,705 |
THE SEGAL COMPANY5+ years Service code 10 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Accounting | $81,389 |
BANK OF HAWAII5+ years Service code 28 PO BOX 2900 · HONOLULU, HI 96846 | Investment Management | $45,037 |
DECARLO & SHANLEY5+ years Service code 29 · EIN 95-4022565 | Legal | $36,652 |
JAMES P HASSELMAN CPA LLC5+ years Filed as: JAMES P HASSELMAN CPA, LLC Service code 10 · EIN 20-5496781 | Accounting | $34,283 |
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 | $64,599 | $66,051-2.2% | $92,916-30.5% | $77,775-16.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 15.92% | 20.69%-4.8pp | 109.45%-93.5pp | 32.58%-16.7pp |
| Employer contribution / active EE | $5,824 | $3,426+70.0% | $3,654+59.4% | $2,504+132.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $301 | $148+103.9% | $5,796-94.8% | $100+201.2% |