| Provider | Service type | Compensation |
|---|---|---|
Filed as: SSI INVESTMENT MANAGEMENT-INSTINET Service code 28 · EIN 13-2625132 309 WEST 49TH ST - 6TH FLOOR · NEW YORK, NY 10019 | Investment Management | $428,200 |
HAWAII ELECTRICIANS ADMIN OFFICE8+ years Service code 13 · EIN 99-0109237 1935 HAU STREET, ROOM 450 · HONOLULU, HI 96819 | Contract Administrator | $415,108 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $360,822 |
CENTRAL PACIFIC BANK6 years Service code 18 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Custodial (securities); Custodial (ot... | $152,606 |
Service code 28 · EIN 34-4813013 2270 KALAKAUA AVE SUITE 1788 · HONOLULU, HI 96815 | Investment Management | $146,582 |
WHITESTAR ADVISORS, LLC5 years Service code 28 · EIN 03-0496641 902 CLINT MOORE ROAD, SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $144,045 |
FIRST HAWAIIAN BANK8+ years Service code 18 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Custodial (other than securities); Cu... | $141,693 |
Filed as: FOCUS INVESTMENT ADVISORS, INC. Service code 28 · EIN 81-1193503 511 SAXONY PLACE, SUITE 102 · ENCINITAS, CA 92024 | Investment Management | $128,327 |
Filed as: THREE PEAKS CAPITAL MANAGEMENT, LLC Service code 28 · EIN 56-2355177 3750 DACORO LANE, SUITE 100 · CASTLE ROCK, CO 80109 | Investment Management | $85,103 |
Filed as: LEMKE, CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $83,979 |
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 | $98,457 | $88,479+11.3% | $96,543+2.0% | $80,187+22.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 10.66% | 22.53%-11.9pp | 35.75%-25.1pp | 40.40%-29.7pp |
| Employer contribution / active EE | $8,136 | $4,177+94.8% | $3,741+117.5% | $2,980+173.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $643 | $211+204.0% | $6,737-90.5% | $145+343.4% |