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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $220,806 |
TDA INVESTMENT GROUP1+ years Filed as: TDA Service code 28 · EIN 94-2799130 | Investment Management | $168,908 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $102,986 |
BOSTON PARTNERS1+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $85,069 |
C. M. BIDWELL & ASSOCIATES1+ years Filed as: C M BIDWELL Service code 28 · EIN 99-0185916 | Investment Management | $77,658 |
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $64,025 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 94-1650768 | Investment Management | $44,821 |
THREE PEAKS CAPITAL MANAGEMENT1+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $42,313 |
WEINBERG, ROGER & ROSENFELD1+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $39,899 |
CHAR SAKAMOTO ISHII LUM & CHING1+ years Filed as: CHAR, SAKAMOTO, ISHII LUM & CHING Service code 29 841 BISHOP STREET, SUITE 850 · HONOLULU, HI 96813 | Legal | $37,696 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,429 | $54,392-31.2% | $84,753-55.8% | $63,975-41.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 2.58% | 611.38%-608.8pp | 22.78%-20.2pp | 48.65%-46.1pp |
| Employer contribution / active EE | $2,550 | $2,943-13.4% | $3,574-28.7% | $2,182+16.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $311 | $136+128.8% | $5,333-94.2% | $70+341.2% |