| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE3+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $522,967 |
INDEPENDENT FINANCIAL PARTNERS3+ 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 | $245,612 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $137,349 |
CENTRAL PACIFIC BANK2 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $135,896 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOAN BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $88,999 |
FIRST HAWAIIAN BANK3+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (other than securities); So... | $75,146 |
BUCKINGHAM STRATEGIC PARTNERS3+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 99-0283752 511 SAXONY PLACE 101 · ENCINITAS, CA 92024 | Investment Management | $70,440 |
WHITESTAR ADVISORS, LLC3+ years Filed as: WHITESTAR ADVISORS LLC Service code 10 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Accounting | $67,853 |
Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 92130 | Investment Management | $59,427 |
MARCUS & ASSOCIATES, INC.2 years Service code 49 · EIN 99-0146909 1045 MAPUNAPUNA ST. · HONOLULU, HI 96819 | Other Services | $58,106 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.86% | 2.02%+7.8pp | -752.26%+762.1pp | 33.37%-23.5pp |
| Employer contribution / active EE | $9,883 | $12,422-20.4% | $31,802-68.9% | $11,253-12.2% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |