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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.10+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $622,398 |
FIRST HAWAIIAN BANK10+ years Service code 28 · EIN 99-0034327 | Investment Management | $242,481 |
ATLANTA CAPITAL MANAGEMENT10+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $212,810 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 | Investment Management | $204,836 |
Service code 28 · EIN 91-1042342 | Investment Management | $117,231 |
BUCKINGHAM STRATEGIC PARTNERS10+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 81-1193503 | Investment Management | $109,427 |
SUSTAINABLE GROWTH ADVISORS6 years Service code 28 · EIN 05-0571266 | Investment Management | $79,195 |
YOSHIDA & ASSOCIATES10+ years Service code 29 · EIN 99-0337282 | Legal | $68,406 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Service code 16 · EIN 99-0114097 | Consulting | $25,419 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $21,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,570 | $150,494-68.4% | $199,883-76.2% | $100,573-52.7% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.8%+13.2pp | 70.9%+29.1pp |
| Annual return | 4.41% | 16.14%-11.7pp | 43.81%-39.4pp | 18.89%-14.5pp |
| Employer contribution / active EE | $4,546 | $5,383-15.5% | $6,261-27.4% | $3,763+20.8% |
| Participant deferral / active EE | $0 | $9,302-100.0% | $9,138-100.0% | $4,921-100.0% |
| Admin fee / account holder | $286 | $162+75.8% | $17,268-98.3% | $454-37.1% |