Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.7+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $544,115 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $204,138 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $183,931 |
FIRST HAWAIIAN BANK7+ years Service code 28 · EIN 99-0034327 | Investment Management | $116,045 |
SUSTAINABLE GROWTH ADVISORS3 years Service code 28 · EIN 05-0571266 | Investment Management | $111,140 |
CENTRAL PACIFIC BANK7+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $101,786 |
Service code 28 · EIN 91-1042342 | Investment Management | $93,398 |
Filed as: MUNDER Service code 28 · EIN 13-2700161 | Investment Management | $87,016 |
BUCKINGHAM STRATEGIC PARTNERS7+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 81-1193503 | Investment Management | $74,190 |
YOSHIDA & ASSOCIATES7+ years Service code 29 · EIN 99-0337282 | Legal | $67,042 |
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 | $45,668 | $95,918-52.4% | $151,634-69.9% | $77,906-41.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -11.14% | -5.50%-5.6pp | 3.32%-14.5pp | 12.16%-23.3pp |
| Employer contribution / active EE | $4,408 | $4,330+1.8% | $6,165-28.5% | $2,846+54.9% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $305 | $93+226.9% | $11,614-97.4% | $133+130.0% |