| Provider | Service type | Compensation |
|---|---|---|
HAWAII ELECTRICIANS ADMIN OFFICE5+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $526,318 |
WHITESTAR ADVISORS, LLC5+ years Filed as: WHITESTAR ADVISORS LLC Service code 10 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Accounting | $386,402 |
INDEPENDENT FINANCIAL PARTNERS5+ 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 | $270,646 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 83-3986484 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $222,567 |
CENTRAL PACIFIC BANK4 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (other than securities); Cu... | $133,734 |
KLEENCO CORPORATION5+ years Service code 49 3015 KOAPAKA ST A · HONOLULU, HI 96819 | Other Services | $86,917 |
FIRST HAWAIIAN BANK5+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (securities); Investment ma... | $75,316 |
BUCKINGHAM STRATEGIC PARTNERS5+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 81-1193503 511 SAXONY PLACE 101 · ENCINITAS, CA 92024 | Investment Management | $67,175 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOAN BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $65,785 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $56,623 |
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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.17% | 6.82%+1.3pp | 8.01%+0.2pp | 12.86%-4.7pp |
| Employer contribution / active EE | $10,788 | $12,695-15.0% | $29,476-63.4% | $13,687-21.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |