| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.1+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $781,628 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $286,236 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $137,322 |
CENTRAL PACIFIC BANK1+ years Service code 21 · EIN 39-2068708 220 SOUTH KING STREET, SUITE 2000 · HONOLULU, HI 96813 | Bank Trustee | $122,267 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 909 THIRD AVE,32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $112,801 |
YOSHIDA & ASSOCIATES1+ years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $88,937 |
VICTORY1+ years Service code 28 · EIN 13-2700161 | Investment Management | $82,313 |
FIRST HAWAIIAN BANK1+ years Service code 28 · EIN 99-0034327 | Investment Management | $76,765 |
NEWTON1+ years Filed as: NEWTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 25-6078093 | Investment Management | $72,468 |
HONOLULU ACTUARIAL CONSULTANTS1+ years Service code 11 · EIN 99-0114097 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $68,396 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -7.17% | 6.13%-13.3pp | 4.74%-11.9pp | 9.19%-16.4pp |
| Employer contribution / active EE | $4,292 | $10,206-57.9% | $36,089-88.1% | $12,608-66.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |