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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 26 · EIN 36-3145972 | Advisory (Participants) | $43,222 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $19,708 |
BANK OF HAWAII1 year Service code 26 · EIN 99-0033900 | Advisory (Participants) | $8,493 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,695 | $75,183+205.5% | $123,894+85.4% | $55,167+316.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 5.66% | 19.01%-13.3pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $5,993 | $2,823+112.2% | $4,617+29.8% | $1,963+205.3% |
| Participant deferral / active EE | $8,330 | $5,084+63.8% | $5,984+39.2% | $3,054+172.7% |
| Admin fee / account holder | $455 | $663-31.3% | $8,357-94.6% | $504-9.7% |