| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $500,866 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $433,108 |
Service code 14 · EIN 99-0329747 | Plan Administrator | $396,331 |
BUCKINGHAM STRATEGIC PARTNERS9+ years Filed as: FOCUS INVESTMENTS Service code 28 511 SAXONY PLACE, 101 · ENCINITAS, CA 92024 | Investment Management | $210,285 |
THE SEGAL COMPANY9+ years Service code 27 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Advisory (Plan) | $108,300 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $71,596 |
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 | Accounting | $42,550 |
BANK OF HAWAII9+ years Service code 19 PO BOX 2900 · HONOLULU, HI 96846 | Securities Custodian | $40,074 |
DECARLO & SHANLEY1 year Filed as: SHANLEY A PROFESSIONAL CORP. Service code 29 · EIN 95-4022565 | Legal | $38,100 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $6,112 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,428 | $88,479-8.0% | $96,543-15.7% | $80,187+1.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.65% | 22.53%-8.9pp | 35.75%-22.1pp | 40.40%-26.7pp |
| Employer contribution / active EE | $11,862 | $4,177+184.0% | $3,741+217.1% | $2,980+298.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $287 | $211+35.6% | $6,737-95.7% | $145+97.8% |