| Provider | Service type | Compensation |
|---|---|---|
NORDIC PCL CONSTRUCTION INC3 years Service code 49 · EIN 99-0071972 1099 ALAKEA ST 1600 · HONOLULU, HI 96813 | Other Services | $11,077,896 |
HAWAII ELECTRICIANS ADMIN OFFICE8+ years Service code 14 · EIN 99-0109237 1935 HAU STREET, ROOM 300 · HONOLULU, HI 96819 | Plan Administrator | $607,957 |
ARCHITECTS HAWAII LTD3 years Service code 49 · EIN 99-0076120 733 BISHOP ST 3100 · HONOLULU, HI 96813 | Other Services | $566,521 |
WHITESTAR ADVISORS, LLC8+ years Filed as: WHITESTAR ADVISORS LLC Service code 16 · EIN 03-0496641 902 CLINT MOORE RD., SUITE 104 · BOCA RATON, FL 33487 | Consulting | $397,582 |
INDEPENDENT FINANCIAL PARTNERS8+ 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 | $278,946 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 68 · EIN 83-3986484 440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Soft dollars commissions | $243,939 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $148,501 |
CENTRAL PACIFIC BANK7 years Service code 19 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $109,941 |
Filed as: LEMKE CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOAN BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $87,435 |
Service code 49 · EIN 99-0280479 1718 HAU ST · HONOLULU, HI 96819 | Other Services | $86,332 |
Employer contribution per participant 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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 15.61% | 7.95%+7.7pp | 20.18%-4.6pp | 9.11%+6.5pp |
| Employer contribution / active EE | $8,774 | $14,684-40.2% | $29,108-69.9% | $12,231-28.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |