| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE4+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $529,757 |
WHITESTAR ADVISORS, LLC4+ years Filed as: WHITESTAR ADVISORS LLC Service code 10 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Accounting | $388,707 |
INDEPENDENT FINANCIAL PARTNERS4+ 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 | $242,212 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 83-3986484 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $202,114 |
CENTRAL PACIFIC BANK3 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (other than securities); Cu... | $130,727 |
FIRST HAWAIIAN BANK4+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (securities); Investment ma... | $77,799 |
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 81-1193503 511 SAXONY PLACE 101 · ENCINITAS, CA 92024 | Investment Management | $73,318 |
MARCUS & ASSOCIATES, INC.3 years Service code 49 · EIN 99-0146909 1045 MAPUNAPUNA ST. · HONOLULU, HI 96819 | Other Services | $66,021 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOAN BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $63,785 |
BRANDES INVESTMENT PARTNERS2 years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 11988 EL CAMINO REAL, SUITE 600 · SAN DIEGO, CA 92130 | Investment Management | $58,451 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 2.52% | 12.20%-9.7pp | 10.56%-8.0pp | 21.83%-19.3pp |
| Employer contribution / active EE | $9,902 | $12,801-22.6% | $30,199-67.2% | $12,237-19.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |