| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.2+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD 800 · HONOLULU, HI 96814 | Accounting | $394,791 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 38-3212521 480 PIERCE STREET · BURMINGHAM, MI 48009 | Investment Management | $326,507 |
EARNEST PARTNERS, LLC2+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET 2300 · ATLANTA, GA 30309 | Investment Management | $236,097 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 ONE S.W.COLUMBIA 1100 · PORTLAND, OR 97258 | Investment Management | $204,467 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $188,064 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 17 · EIN 20-5644068 1221 KAPIOLANI BLVD 715 · HONOLULU, HI 96814 | Pension Consulting | $59,923 |
FUJIKAWA & YASUNAGA2+ years Service code 29 · EIN 99-0219097 615 PIIKOI STREET PH1 · HONOLULU, HI 96814 | Legal | $45,141 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94163 | Advisory (Plan) | $40,567 |
Filed as: LEMKE, CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 210 WARD AVE 336 · HONOLULU, HI 96814 | Accounting | $30,366 |
RAEL & LETSON2+ years Service code 17 · EIN 94-1701048 378 VINTAGE PARK DR · FOSTER CITY, CA 94404 | Pension Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $286,961-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 13.3%-13.3pp | 5.5%-5.5pp |
| Annual return | 6.24% | 5.86%+0.4pp | 2.61%+3.6pp | 5.86%+0.4pp |
| Employer contribution / active EE | $1,144 | $10,137-88.7% | $24,109-95.3% | $10,137-88.7% |
| Participant deferral / active EE | $0 | $492-100.0% | $17-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $148-100.0% | $387-100.0% |