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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $477,172 |
HAWAII ELECTRICIANS ADMIN OFFICE10+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 450 · HONOLULU, HI 96819 | Contract Administrator | $452,654 |
Filed as: SSI INVESTMENT MANAGEMENT LLC Service code 28 · EIN 83-3986484 2121 AVENUE OF THE STARS SUITE 205 · LOS ANGELES, CA 90067 | Investment Management | $444,050 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $254,444 |
CENTRAL PACIFIC BANK8 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $169,403 |
Filed as: FOCUS INVESTMENT ADVISORS, INC. Service code 28 · EIN 81-1193503 514 VIA DE LA VALLE STE 200 · SOLANA BEACH, CA 92075 | Investment Management | $148,521 |
WHITESTAR ADVISORS, LLC7 years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $128,635 |
Filed as: THREE PEAKS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 56-2355177 3750 DACORO LANE, SUITE 100 · CASTLE ROCK, CO 80109 | Investment Management | $87,230 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $75,497 |
Service code 28 · EIN 85-3620002 1875 CENTURY PARK EAST, SUITE 950 · LOS ANGELES, CA 90067 | Investment Management | $63,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,183 | $105,028+7.8% | $107,187+5.6% | $100,573+12.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 9.47% | 10.61%-1.1pp | 204.55%-195.1pp | 18.89%-9.4pp |
| Employer contribution / active EE | $8,601 | $5,641+52.5% | $3,782+127.4% | $3,763+128.5% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $689 | $355+94.3% | $9,162-92.5% | $454+51.8% |