| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.8+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD 800 · HONOLULU, HI 96814 | Accounting | $464,388 |
VICTORY7 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN ROAD 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $343,712 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 5335 MEADOWS ROAD SUITE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $302,311 |
EARNEST PARTNERS, LLC8+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET 2300 · ATLANTA, GA 30309 | Investment Management | $253,939 |
FIRST HAWAIIAN BANK8+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $178,709 |
RAEL & LETSON8+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DR · FOSTER CITY, CA 94404 | Actuarial | $109,060 |
HONOLULU ACTUARIAL CONSULTANTS8+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD 715 · HONOLULU, HI 96814 | Consulting | $68,377 |
GYL FINANCIAL SYNERGIES4 years Service code 27 65 MEMORIAL ROAD - SUITE 530 · WEST HARTFORD, CT 06107 | Advisory (Plan) | $47,500 |
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 |
YEE & KAWASHIMA LLLP4 years Service code 29 · EIN 47-3636548 1000 BISHOP STREET SUITE 908 · HONOLULU, HI 96813 | Legal | $27,724 |
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 | $344,859-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -17.61% | -14.80%-2.8pp | -8.04%-9.6pp | -14.80%-2.8pp |
| Employer contribution / active EE | $1,583 | $8,996-82.4% | $29,691-94.7% | $8,996-82.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $13-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $388-100.0% | - |