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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · VACAVILLE, CA 94596 | Investment Management | $261,410 |
Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $171,258 |
Filed as: LEMKE, CHINEN & TANAKA CPA INC Service code 10 · EIN 99-0155373 210 WARD AVENUE, SUITE 336 · HONOLULU, HI 96814 | Accounting | $83,170 |
FUJIKAWA & YASUNAGA1+ years Filed as: FUJIKAWA AND YASUNAGA ATTORNEYS AT Service code 29 · EIN 99-0219097 615 PIIKOI STREET, PH 1 · HONOLULU, HI 96814 | Legal | $67,166 |
FIRST HAWAIIAN BANK1+ years Service code 10 · EIN 99-6034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Accounting | $38,810 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $36,444 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD., SUITE 715 · HONOLULU, HI 96814 | Actuarial | $30,890 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVENUE, SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $23,085 |
ATLAS FINANCIAL GROUP, LLC1+ years Filed as: ATLAS INSURANCE AGENCY, INC. Service code 22 1132 BISHOP STREET 1600 · HONOLULU, HI 96813 | Insurance Broker | $9,558 |
BANK OF HAWAII1+ years Service code 28 · EIN 99-0040710 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $7,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -6.28% | 611.38%-617.7pp | 22.78%-29.1pp | 48.65%-54.9pp |
| Employer contribution / active EE | $4,542 | $2,943+54.3% | $3,574+27.1% | $2,182+108.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |