| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE2+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $453,650 |
INDEPENDENT FINANCIAL PARTNERS2+ 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 | $188,522 |
FIRST HAWAIIAN BANK2+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Investment management; Custodial (oth... | $109,914 |
CENTRAL PACIFIC BANK1 year Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $88,232 |
WHITESTAR ADVISORS, LLC2+ years Filed as: WHITESTAR ADVISORS LLC Service code 10 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Accounting | $81,749 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $80,203 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOAN BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $65,987 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $55,000 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 99-0283752 511 SAXONY PLACE 101 · ENCINITAS, CA 92024 | Investment Management | $54,452 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 11 · EIN 95-3658675 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $51,257 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 8.30% | 12.33%-4.0pp | 8.32%0pp | 17.84%-9.5pp |
| Employer contribution / active EE | $9,747 | $11,641-16.3% | $30,793-68.3% | $14,688-33.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |