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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.8+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $565,624 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $183,107 |
ATLANTA CAPITAL MANAGEMENT8+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $178,954 |
FIRST HAWAIIAN BANK8+ years Service code 28 · EIN 99-0034327 | Investment Management | $126,210 |
Service code 28 · EIN 91-1042342 | Investment Management | $96,725 |
CENTRAL PACIFIC BANK8+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $93,587 |
BUCKINGHAM STRATEGIC PARTNERS8+ years Filed as: FOCUS INVESTMENT ADVISOR Service code 28 · EIN 81-1193503 | Investment Management | $93,037 |
SUSTAINABLE GROWTH ADVISORS4 years Service code 28 · EIN 05-0571266 | Investment Management | $90,856 |
MUNDER CAPITAL MANAGEMENT2 years Filed as: MUNDER Service code 28 · EIN 13-2700161 | Investment Management | $74,636 |
YOSHIDA & ASSOCIATES8+ years Service code 29 · EIN 99-0337282 | Legal | $56,061 |
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 | $47,791 | $112,711-57.6% | $170,055-71.9% | $80,187-40.4% |
| Participation rate | 95.1% | 87.4%+7.7pp | 87.0%+8.1pp | 72.9%+22.1pp |
| Annual return | 7.40% | 67.06%-59.7pp | 53.43%-46.0pp | 40.40%-33.0pp |
| Employer contribution / active EE | $4,517 | $4,488+0.6% | $6,790-33.5% | $2,980+51.6% |
| Participant deferral / active EE | $0 | $7,861-100.0% | $10,410-100.0% | $5,016-100.0% |
| Admin fee / account holder | $300 | $99+201.4% | $12,828-97.7% | $145+106.6% |