Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE10+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $383,917 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD · HONOLULU, HI 96813 | Accounting | $56,545 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $55,255 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $46,586 |
Service code 28 · EIN 85-3620002 1875 CENTURY PARK EAST, SUITE 950 · LOS ANGELES, CA 90067 | Investment Management | $41,521 |
AFFINITY INVESTMENT ADVISORS10+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $40,893 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $32,288 |
Filed as: YAMAMOTO CALIBOSO HETHERINGTON LLLC Service code 29 · EIN 20-5115756 1100 ALAKEA STREET, SUITE 3100 · HONOLULU, HI 96813 | Legal | $22,110 |
MILLIMAN, INC.2 years Service code 16 · EIN 91-0675641 2175 N. CALIFORNIA BLVD. · WALNUT CREEK, CA 94596 | Consulting | $10,667 |
Filed as: FOCUS INVESTMENT ADVISORS, INC. Service code 28 · EIN 81-1193503 514 VIA DE LA VALLE STE 200 · SOLANA BEACH, CA 92075 | Investment Management | $9,811 |
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 | $40,303 | $77,788-48.2% | $119,126-66.2% | $64,728-37.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 5.66% | 13.19%-7.5pp | 282.11%-276.4pp | 49.38%-43.7pp |
| Employer contribution / active EE | $8,074 | $4,031+100.3% | $4,034+100.2% | $2,243+260.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $634 | $1,365-53.6% | $10,693-94.1% | $1,145-44.7% |