| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE1+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 301 · HONOLULU, HI 96819 | Plan Administrator | $365,884 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Securities Custodian | $173,732 |
INDEPENDENT FINANCIAL PARTNERS1+ 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 | $165,706 |
FIRST HAWAIIAN BANK1+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (other than securities); In... | $141,776 |
HAWAIIAN ELECTRIC COMPANY1+ years Service code 49 820 WARD AVE · HONOLULU, HI 96814 | Other Services | $105,959 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $69,988 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 210 WARD AVENUE, SUITE 336 · HONOLULU, HI 96814 | Accounting | $59,024 |
KLEENCO CORPORATION1+ years Service code 49 3015 KOAPAKA ST A · HONOLULU, HI 96819 | Other Services | $56,923 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 99-0283752 511 SAXONY PLACE 101 · ENCINITAS, CA 92024 | Investment Management | $51,083 |
GOLDMAN SACHS1+ years Filed as: KOHALA CAPITAL PARTNERS Service code 28 · EIN 45-2797073 2188 SW MAIN STREET · PORTLAND, OR 97205 | Investment Management | $49,641 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 9.03% | 3.63%+5.4pp | 4.16%+4.9pp | 9.19%-0.2pp |
| Employer contribution / active EE | $11,032 | $11,363-2.9% | $29,966-63.2% | $12,608-12.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |