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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $45,345 |
C. M. BIDWELL & ASSOCIATES2 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $18,579 |
WEINBERG, ROGER & ROSENFELD5+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $16,186 |
JAMES P HASSELMAN CPA LLC5+ years Service code 10 · EIN 20-5496781 | Accounting | $15,498 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $11,972 |
ACW INSURANCE GROUP5+ years Service code 22 1000 BISHOP STREET SUITE 600 · HONOLULU, HI 96813 | Insurance Broker | $6,748 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $0 |
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 | $45,981 | $63,114-27.1% | $92,915-50.5% | $65,186-29.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 11.33% | 28.75%-17.4pp | 109.45%-98.1pp | 29.39%-18.1pp |
| Employer contribution / active EE | $5,019 | $2,571+95.2% | $3,653+37.4% | $2,177+130.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $508 | $624-18.5% | $5,796-91.2% | $847-40.0% |