| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK7+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $419,038 |
Service code 14 · EIN 99-0329747 | Plan Administrator | $359,686 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $344,107 |
BUCKINGHAM STRATEGIC PARTNERS7+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $154,284 |
THE SEGAL COMPANY7+ years Service code 27 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Advisory (Plan) | $81,421 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $39,187 |
BANK OF HAWAII7+ years Service code 19 PO BOX 2900 · HONOLULU, HI 96846 | Securities Custodian | $38,526 |
DECARLO & SHANLEY7+ years Service code 29 · EIN 95-4022565 | Legal | $27,609 |
Filed as: LAW OFFICE JEFFREY P MILLER Service code 29 733 BISHOP STREET, SUITE 2950 · HONOLULU, HI 96813 | Legal | $21,292 |
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 | $78,203 | $88,770-11.9% | $109,191-28.4% | $93,010-15.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.77% | 60.64%-48.9pp | 25.76%-14.0pp | 158.70%-146.9pp |
| Employer contribution / active EE | $7,960 | $3,780+110.6% | $3,723+113.8% | $2,705+194.2% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $258 | $172+49.8% | $6,756-96.2% | $152+70.2% |