| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.9+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 1440 KAPIOLANI BLVD 800 · HONOLULU, HI 96814 | Accounting | $480,725 |
VICTORY8 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 15935 LA CANTERA PARKWAY · SAN ANTONIO, TX 78256 | Investment Management | $324,422 |
EARNEST PARTNERS, LLC9+ years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET 2300 · ATLANTA, GA 30309 | Investment Management | $290,628 |
Filed as: QUEST INVESTMENT MANAGEMENT, INC Service code 28 · EIN 93-0880854 5335 MEADOWS ROAD SUITE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $239,660 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $172,212 |
RAEL & LETSON9+ years Service code 11 · EIN 94-1701048 378 VINTAGE PARK DR · FOSTER CITY, CA 94404 | Actuarial | $106,333 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC Service code 16 · EIN 20-5644068 1221 KAPIOLANI BLVD 715 · HONOLULU, HI 96814 | Consulting | $70,576 |
GYL FINANCIAL SYNERGIES5 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 | $34,031 |
YEE & KAWASHIMA LLLP5 years Service code 29 · EIN 47-3636548 1000 BISHOP STREET SUITE 908 · HONOLULU, HI 96813 | Legal | $19,270 |
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 | $343,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.63% | 33.11%-14.5pp | 16.99%+1.6pp | 33.11%-14.5pp |
| Employer contribution / active EE | $1,325 | $9,000-85.3% | $26,485-95.0% | $9,000-85.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $8-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |