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| Provider | Service type | Compensation |
|---|---|---|
MC GROUP HAWAII, INC.6+ years Service code 10 2733 EAST MANOA ROAD · HONOLULU, HI 96822 | Accounting | $9,424 |
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Recordkeep... | $7,050 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,867 | $60,119-78.6% | $90,430-85.8% | $79,858-83.9% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 8.72% | 71.94%-63.2pp | 1293.73%-1285.0pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,639 | $2,068-20.7% | $3,262-49.8% | $2,471-33.7% |
| Participant deferral / active EE | $171 | $2,938-94.2% | $3,963-95.7% | $3,740-95.4% |
| Admin fee / account holder | $509 | $3,976-87.2% | $5,613-90.9% | $5,306-90.4% |