| 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 | $458,680 |
Filed as: SSI INVESTMENT MANAGEMENT LLC Service code 28 · EIN 83-3986484 2121 AVENUE OF THE STARS SUITE 2050 · LOS ANGELES, CA 90067 | Investment Management | $447,962 |
HAWAII ELECTRICIANS ADMIN OFFICE9+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 450 · HONOLULU, HI 96819 | Contract Administrator | $418,356 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $254,102 |
CENTRAL PACIFIC BANK7 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $166,407 |
FIRST HAWAIIAN BANK9+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (securities); Custodial (ot... | $152,587 |
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 | $144,563 |
Service code 28 · EIN 34-4813013 2270 KALAKAUA AVE SUITE 1788 · HONOLULU, HI 96815 | Investment Management | $142,991 |
WHITESTAR ADVISORS, LLC6 years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $133,805 |
Filed as: THREE PEAKS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 56-2355177 3750 DACORO LANE, SUITE 100 · CASTLE ROCK, CO 80109 | Investment Management | $90,580 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,526 | $241,850-54.7% | $102,437+6.9% | $200,096-45.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.20% | 17.67%+1.5pp | 24.95%-5.7pp | 34.26%-15.1pp |
| Employer contribution / active EE | $7,906 | $4,253+85.9% | $3,871+104.3% | $3,038+160.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $659 | $288+128.9% | $8,388-92.1% | $269+144.9% |