| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.10+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD 800 · HONOLULU, HI 96814 | Accounting | $498,778 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET 2300 · ATLANTA, GA 30309 | Investment Management | $327,440 |
VICTORY9 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $198,385 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $163,238 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 5335 MEADOWS ROAD SUITE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $143,317 |
YOUSIF CAPITAL MANAGEMENT2 years Service code 28 · EIN 86-1880507 39533 WOODWARD AVE · BLOOMFIELD HILLS, MI 48304 | Investment Management | $136,058 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DR · FOSTER CITY, CA 94404 | Actuarial | $126,955 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 44-0640487 4500 MAIN STREET · KANSAS CITY, CO 64111 | Investment Management | $84,744 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 17 · EIN 20-5644068 1221 KAPIOLANI BLVD 715 · HONOLULU, HI 96814 | Pension Consulting | $74,031 |
GYL FINANCIAL SYNERGIES6 years Service code 27 · EIN 90-0751149 75 ISHAM ROAD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $51,500 |
Employer contribution per participant 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 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 5.79% | 8.48%-2.7pp | 7.29%-1.5pp | 8.48%-2.7pp |
| Employer contribution / active EE | $1,409 | $9,949-85.8% | $20,019-93.0% | $9,949-85.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $31-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |