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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.6+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $531,243 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $259,717 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $236,057 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $124,157 |
CENTRAL PACIFIC BANK6+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $117,735 |
Service code 27 · EIN 91-1163419 | Advisory (Plan) | $108,973 |
SUSTAINABLE GROWTH ADVISORS2 years Service code 28 · EIN 05-0571266 | Investment Management | $105,420 |
FIRST HAWAIIAN BANK6+ years Service code 28 · EIN 99-0034327 | Investment Management | $104,029 |
BUCKINGHAM STRATEGIC PARTNERS6+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 33-0606466 | Investment Management | $65,596 |
YOSHIDA & ASSOCIATES6+ years Service code 29 · EIN 99-0337282 | Legal | $64,849 |
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 | $52,829 | $118,337-55.4% | $189,534-72.1% | $93,010-43.2% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 10.29% | 21.77%-11.5pp | 555.39%-545.1pp | 158.70%-148.4pp |
| Employer contribution / active EE | $4,533 | $4,204+7.8% | $6,162-26.4% | $2,705+67.6% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $328 | $100+228.7% | $12,049-97.3% | $152+116.0% |