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| Provider | Service type | Compensation |
|---|---|---|
IIAN AMIR DBA SHOMER HAWAII LLC1 year Service code 27 · EIN 92-0357111 | Advisory (Plan) | $16,393 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $9,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,213 | $50,554+15.2% | $67,681-14.0% | $87,485-33.5% |
| Participation rate | 81.1% | 67.7%+13.3pp | 73.7%+7.3pp | 68.9%+12.1pp |
| Annual return | 10.90% | 17.81%-6.9pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $2,469 | $1,988+24.2% | $2,678-7.8% | $2,596-4.9% |
| Participant deferral / active EE | $3,878 | $2,961+31.0% | $3,976-2.5% | $4,274-9.3% |
| Admin fee / account holder | $319 | $4,132-92.3% | $6,100-94.8% | $7,775-95.9% |