| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.4+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD, SUITE 800 · HONOLULU, HI 96814 | Accounting | $837,764 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $222,225 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $155,166 |
ROBECO INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 98-0202744 | Investment Management | $148,437 |
CENTRAL PACIFIC BANK4+ years Service code 21 · EIN 39-2068708 220 SOUTH KING STREET, SUITE 2000 · HONOLULU, HI 96813 | Bank Trustee | $128,086 |
VICTORY4+ years Service code 28 · EIN 13-2700161 | Investment Management | $108,624 |
FIRST HAWAIIAN BANK4+ years Service code 28 · EIN 99-0034327 | Investment Management | $89,673 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Service code 11 · EIN 99-0114097 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $86,653 |
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 | Investment Management | $70,189 |
YOSHIDA & ASSOCIATES4+ years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $65,337 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 2.67% | 14.29%-11.6pp | 14.64%-12.0pp | 21.83%-19.2pp |
| Employer contribution / active EE | $4,389 | $12,083-63.7% | $41,831-89.5% | $12,237-64.1% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |