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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.3+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $476,951 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $251,194 |
Filed as: RAYMOND JAMES Service code 28 1001 BISHOP ST · HONOLULU, HI 96813 | Investment Management | $201,969 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $135,019 |
CENTRAL PACIFIC BANK3+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $123,614 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES Service code 28 · EIN 36-3707782 | Investment Management | $97,935 |
FIRST HAWAIIAN BANK3+ years Service code 28 · EIN 99-0034327 | Investment Management | $86,353 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $68,164 |
SUSTAINABLE GROWTH ADVISORS3+ years Filed as: SUSTAINABLE GROWTH PARTNERS Service code 28 · EIN 05-0571266 | Investment Management | $65,667 |
YOSHIDA & ASSOCIATES3+ years Service code 29 · EIN 99-0337282 | Legal | $60,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,301 | $82,546-41.5% | $140,019-65.5% | $75,289-35.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.43% | -0.36%+6.8pp | 651.19%-644.8pp | -0.04%+6.5pp |
| Employer contribution / active EE | $4,369 | $3,856+13.3% | $5,605-22.1% | $2,405+81.7% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $314 | $86+266.0% | $10,705-97.1% | $102+206.8% |