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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.4+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $491,246 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $234,486 |
Filed as: RAYMOND JAMES Service code 28 1001 BISHOP ST · HONOLULU, HI 96813 | Investment Management | $205,615 |
CENTRAL PACIFIC BANK4+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $143,686 |
FIRST HAWAIIAN BANK4+ years Service code 28 · EIN 99-0034327 | Investment Management | $90,362 |
Filed as: ROBECO INVEST MANAGEMENT Service code 28 · EIN 98-0202744 | Investment Management | $70,113 |
VICTORY4+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $69,982 |
SUSTAINABLE GROWTH ADVISORS4+ years Filed as: SUSTAINABLE GROWTH PARTNERS Service code 28 · EIN 05-0571266 | Investment Management | $65,767 |
YOSHIDA & ASSOCIATES4+ years Service code 29 · EIN 99-0337282 | Legal | $62,907 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES Service code 28 · EIN 36-3707782 | Investment Management | $54,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,554 | $95,776-48.3% | $162,185-69.4% | $77,775-36.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 6.26% | 37.03%-30.8pp | 115.61%-109.4pp | 32.58%-26.3pp |
| Employer contribution / active EE | $4,441 | $3,874+14.6% | $5,613-20.9% | $2,504+77.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $307 | $88+250.2% | $10,844-97.2% | $100+206.8% |