| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.2+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $782,392 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $193,464 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $141,876 |
CENTRAL PACIFIC BANK2+ years Service code 21 · EIN 39-2068708 220 SOUTH KING STREET, SUITE 2000 · HONOLULU, HI 96813 | Bank Trustee | $136,828 |
ROBECO INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 98-0202744 | Investment Management | $119,968 |
VICTORY2+ years Service code 28 · EIN 13-2700161 | Investment Management | $85,707 |
FIRST HAWAIIAN BANK2+ years Service code 28 · EIN 99-0034327 | Investment Management | $77,864 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Service code 11 · EIN 99-0114097 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $69,824 |
NEWTON2+ years Filed as: NEWTON CAPITAL MANAGEMENT, INC. Service code 28 · EIN 25-6078093 | Investment Management | $64,437 |
Filed as: SSI INVESTMENT MANAGEMENT, INC Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, FLOOR 8 · BEVERLY HILLS, CA 90210 | Investment Management | $57,936 |
Employer contribution per participant 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.30% | 12.92%+1.4pp | 10.36%+3.9pp | 17.84%-3.5pp |
| Employer contribution / active EE | $4,329 | $14,070-69.2% | $37,738-88.5% | $14,688-70.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |