Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUEMORI & INOUYE, INC.5+ years Service code 50 · EIN 99-0242337 1299 SOUTH BERETANIA STREET · HONOLULU, HI 968141518 | Direct Payment | $26,178 |
KMH LLP3 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 1003 BISHOP STREET · HONOLULU, HI 968136469 | Accounting | $8,553 |
TIAA5+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $1,269 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,071 | $84,948-24.6% | $70,476-9.1% | $73,412-12.7% |
| Participation rate | 87.5% | 79.9%+7.6pp | 75.1%+12.4pp | 72.2%+15.3pp |
| Annual return | 4.25% | 13.39%-9.1pp | 109.12%-104.9pp | 59.30%-55.0pp |
| Employer contribution / active EE | -$58 | $2,834-102.0% | $2,738-102.1% | $2,234-102.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,710-100.0% | $3,806-100.0% |
| Admin fee / account holder | $30 | $98-69.3% | $3,847-99.2% | $158-80.9% |