| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.8+ years Filed as: PACIFIC ADMINSTRATORS INC Service code 14 · EIN 99-0351671 | Plan Administrator | $954,493 |
Filed as: RAYMOND JAMES Service code 28 962 WAIOHINU DRIVE · HONOLULU, HI 96816 | Investment Management | $299,653 |
CENTRAL PACIFIC BANK8+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $134,335 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $129,766 |
WHITESTAR ADVISORS, LLC2 years Filed as: WHITESTAR Service code 28 902 CLINT MOORE ROAD SUITE 104 · BOCA RATON, FL 33487 | Investment Management | $125,000 |
FIRST HAWAIIAN BANK8+ years Service code 28 · EIN 99-0034327 | Investment Management | $109,216 |
HONOLULU ACTUARIAL CONSULTANTS8+ years Service code 11 · EIN 99-0114097 | Actuarial | $87,251 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $82,783 |
BUCKINGHAM STRATEGIC PARTNERS8+ years Filed as: FOCUS INVESTMENT ADVISORS Service code 28 · EIN 33-0606466 | Investment Management | $82,114 |
YOSHIDA & ASSOCIATES8+ years Service code 29 · EIN 99-0337282 | Legal | $71,580 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | -3.17% | 8.84%-12.0pp | 12.68%-15.8pp | 9.11%-12.3pp |
| Employer contribution / active EE | $7,035 | $8,705-19.2% | $41,626-83.1% | $12,231-42.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |