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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.9+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $593,213 |
ATLANTA CAPITAL MANAGEMENT9+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $209,467 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $194,374 |
FIRST HAWAIIAN BANK9+ years Service code 28 · EIN 99-0034327 | Investment Management | $141,369 |
CENTRAL PACIFIC BANK9+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $109,320 |
Service code 28 · EIN 91-1042342 | Investment Management | $106,301 |
BUCKINGHAM STRATEGIC PARTNERS9+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 81-1193503 | Investment Management | $104,837 |
SUSTAINABLE GROWTH ADVISORS5 years Service code 28 · EIN 05-0571266 | Investment Management | $77,446 |
YOSHIDA & ASSOCIATES9+ years Service code 29 · EIN 99-0337282 | Legal | $51,610 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $26,391 |
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 | $49,104 | $122,585-59.9% | $184,256-73.4% | $200,096-75.5% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 12.66% | 144.12%-131.5pp | 28.85%-16.2pp | 34.26%-21.6pp |
| Employer contribution / active EE | $4,160 | $4,571-9.0% | $6,427-35.3% | $3,038+36.9% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $290 | $120+141.6% | $13,899-97.9% | $269+7.8% |