| Provider | Service type | Compensation |
|---|---|---|
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $459,690 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 5335 MEADOWS ROAD SUITE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $450,342 |
PACIFIC ADMINISTRATORS, INC.7+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD 800 · HONOLULU, HI 96814 | Accounting | $450,037 |
EARNEST PARTNERS, LLC7+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET 2300 · ATLANTA, GA 30309 | Investment Management | $338,792 |
FIRST HAWAIIAN BANK7+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $218,663 |
RAEL & LETSON7+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DR · FOSTER CITY, CA 94404 | Actuarial | $98,333 |
BUSINESS SOLUTIONS INC3 years Filed as: BUSINESS INSURANCE SERVICES, INC. Service code 22 615 PIIKOI STREET, SUITE 1901 · HONOLULU, HI 96814 | Insurance Broker | $72,242 |
HONOLULU ACTUARIAL CONSULTANTS7+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD 715 · HONOLULU, HI 96814 | Consulting | $65,675 |
GYL FINANCIAL SYNERGIES3 years Service code 27 65 MEMORIAL ROAD - SUITE 530 · WEST HARTFORD, CT 06107 | Advisory (Plan) | $59,375 |
Filed as: LEMKE, CHINEN & TANAKA CPA, INC Service code 10 · EIN 99-0155373 500 ALA MOANA BOULEVARD SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $33,770 |
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 | $291,448-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 12.20% | 19.39%-7.2pp | 6.39%+5.8pp | 19.39%-7.2pp |
| Employer contribution / active EE | $1,300 | $8,446-84.6% | $30,371-95.7% | $8,446-84.6% |
| Participant deferral / active EE | $0 | $353-100.0% | $24-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $7,637-100.0% | - |