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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.1+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $457,895 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $167,817 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $130,917 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $128,483 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $75,958 |
FIRST HAWAIIAN BANK1+ years Service code 28 · EIN 99-0034327 | Investment Management | $72,874 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $69,135 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES Service code 28 · EIN 36-3707782 | Investment Management | $55,733 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 | Investment Management | $53,278 |
YOSHIDA & ASSOCIATES1+ years Service code 29 · EIN 99-0337282 | Legal | $52,683 |
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 | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 6.56% | 13.11%-6.6pp | 29.29%-22.7pp | 48.65%-42.1pp |
| Employer contribution / active EE | $4,392 | $3,503+25.4% | $5,211-15.7% | $2,182+101.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |