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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,183 | $103,641+9.2% | $107,525+5.3% | $102,872+10.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.47% | 13.08%-3.6pp | 181.32%-171.8pp | 19.06%-9.6pp |
| Employer contribution / active EE | $8,601 | $5,096+68.8% | $3,754+129.2% | $3,526+143.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $689 | $276+149.6% | $8,919-92.3% | $292+135.8% |