| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.5+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 10 · EIN 99-0351671 | Accounting | $861,278 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $156,790 |
CENTRAL PACIFIC BANK5+ years Service code 21 · EIN 39-2068708 | Bank Trustee | $135,487 |
ROBECO INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 98-0202744 | Investment Management | $80,426 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Service code 11 · EIN 99-0114097 | Actuarial | $72,164 |
FIRST HAWAIIAN BANK5+ years Service code 28 · EIN 99-0034327 | Investment Management | $70,781 |
YOSHIDA & ASSOCIATES5+ years Service code 29 · EIN 99-0337282 | Legal | $67,692 |
BUCKINGHAM STRATEGIC PARTNERS5+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 | Investment Management | $61,497 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $38,027 |
THE BANK OF NEW YORK MELLON5+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $32,177 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 1.77% | 9.48%-7.7pp | 9.52%-7.7pp | 12.86%-11.1pp |
| Employer contribution / active EE | $4,816 | $12,808-62.4% | $41,951-88.5% | $13,687-64.8% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |