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| Provider | Service type | Compensation |
|---|---|---|
MC GROUP HAWAII, INC.2+ years Service code 10 2733 EAST MANOA ROAD · HONOLULU, HI 96822 | Accounting | $8,900 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Recordkeep... | $7,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,377 | $48,078-90.9% | $78,676-94.4% | $62,881-93.0% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 1.26% | 31.36%-30.1pp | 62.19%-60.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,279 | $2,015+13.2% | $2,850-20.0% | $2,281-0.1% |
| Participant deferral / active EE | $49 | $2,587-98.1% | $3,517-98.6% | $3,203-98.5% |
| Admin fee / account holder | $224 | $3,206-93.0% | $4,510-95.0% | $4,296-94.8% |