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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS, INC Service code 14 · EIN 99-0329747 | Plan Administrator | $322,882 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $167,817 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $102,057 |
DECARLO & SHANLEY4 years Filed as: SHANLEY A PROFESSIONAL CORP Service code 29 · EIN 95-4022565 | Legal | $33,864 |
THE SEGAL COMPANY10+ years Service code 27 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $22,140 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $13,103 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,763 | $86,936-60.0% | $102,437-66.1% | $99,313-65.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 9.31% | 14.99%-5.7pp | 24.95%-15.6pp | 17.67%-8.4pp |
| Employer contribution / active EE | $1,897 | $3,925-51.7% | $3,871-51.0% | $3,264-41.9% |
| Participant deferral / active EE | $799 | $3,825-79.1% | $5,060-84.2% | $5,346-85.0% |
| Admin fee / account holder | $98 | $140-30.3% | $8,388-98.8% | $109-10.5% |