| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.3+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $822,418 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $162,001 |
ROBECO INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 98-0202744 | Investment Management | $139,299 |
CENTRAL PACIFIC BANK3+ years Service code 21 · EIN 39-2068708 220 SOUTH KING STREET, SUITE 2000 · HONOLULU, HI 96813 | Bank Trustee | $127,824 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $120,321 |
VICTORY3+ years Service code 28 · EIN 13-2700161 | Investment Management | $101,449 |
FIRST HAWAIIAN BANK3+ years Service code 28 · EIN 99-0034327 | Investment Management | $84,730 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $84,047 |
YOSHIDA & ASSOCIATES3+ years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $67,039 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Service code 11 · EIN 99-0114097 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $66,806 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 7.99% | -0.94%+8.9pp | -2.18%+10.2pp | 33.37%-25.4pp |
| Employer contribution / active EE | $4,360 | $12,464-65.0% | $38,751-88.7% | $11,253-61.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |