| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE9+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Contract Administrator | $603,344 |
WHITESTAR ADVISORS, LLC9+ years Filed as: WHITESTAR ADVISORS LLC Service code 28 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $398,648 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $369,930 |
KOBAYASHI & COMPANY1 year Filed as: KOBAYASHI SUGITA & GODA LLP Service code 29 999 BISHOP STREET, 26TH FLOOR · HONOLULU, HI 96813 | Legal | $364,577 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 83-3986484 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $264,569 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $168,528 |
COLLIERS INTERNATIONAL5 years Service code 49 · EIN 36-4713156 220 SOUTH KING STREET, SUITE 1800 · HONOLULU, HI 96813 | Other Services | $151,756 |
Service code 49 · EIN 99-0280479 1718 HAU ST · HONOLULU, HI 96819 | Other Services | $145,440 |
CENTRAL PACIFIC BANK8 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $122,522 |
EXPONENT, INC.1 year Service code 49 · EIN 77-0218904 | Other Services | $87,725 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 16.05% | 10.33%+5.7pp | 8.10%+8.0pp | 9.30%+6.8pp |
| Employer contribution / active EE | $10,338 | $14,972-31.0% | $28,649-63.9% | $12,551-17.6% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |