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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Plan Administrator | $197,501 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD., 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $165,000 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $118,546 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $107,523 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · VACAVILLE, CA 94596 | Investment Management | $98,616 |
OLD GLORY ASSET MANAGEMENT5 years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 5 GREAT VALLEY PARKWAY, SUITE 326 · MALVERN, PA 19355 | Investment Management | $73,664 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-6034327 999 BISHOP STREET, 28TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $68,187 |
YOSHIDA & ASSOCIATES8 years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $60,381 |
FENIMORE ASSET MANAGEMENT3 years Service code 28 · EIN 14-1564237 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $53,668 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 28 2200 ROSS AVE. 31TH FLOOR · DALLAS, TX 75201 | Investment Management | $41,920 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,669 | $103,641-70.4% | $107,525-71.5% | $102,872-70.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 8.52% | 13.08%-4.6pp | 181.32%-172.8pp | 19.06%-10.5pp |
| Employer contribution / active EE | $6,794 | $5,096+33.3% | $3,754+81.0% | $3,526+92.7% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $295 | $276+6.7% | $8,919-96.7% | $292+0.8% |