| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.7+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 14 · EIN 99-0351671 | Plan Administrator | $928,447 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $354,488 |
CENTRAL PACIFIC BANK7+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $148,070 |
FIRST HAWAIIAN BANK7+ years Service code 28 · EIN 99-0034327 | Investment Management | $109,388 |
WHITESTAR ADVISORS, LLC1 year Filed as: WHITESTAR Service code 28 902 CLINT MOORE ROAD SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $103,791 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $98,535 |
HONOLULU ACTUARIAL CONSULTANTS7+ years Service code 11 · EIN 99-0114097 | Actuarial | $84,168 |
BUCKINGHAM STRATEGIC PARTNERS7+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 | Investment Management | $80,695 |
YOSHIDA & ASSOCIATES7+ years Service code 29 · EIN 99-0337282 | Legal | $70,348 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $62,687 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | 6.14% | -6.02%+12.2pp | -3.21%+9.3pp | 23.41%-17.3pp |
| Employer contribution / active EE | $5,985 | $11,241-46.8% | $46,051-87.0% | $12,650-52.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |