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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE9+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $429,549 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $66,037 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD · HONOLULU, HI 96813 | Accounting | $61,780 |
Service code 28 · EIN 85-3620002 1875 CENTURY PARK EAST, SUITE 950 · LOS ANGELES, CA 90067 | Investment Management | $53,063 |
AFFINITY INVESTMENT ADVISORS9+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $45,895 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $37,750 |
Service code 29 · EIN 20-5115756 1100 ALAKEA STREET, SUITE 3100 · HONOLULU, HI 96813 | Legal | $31,251 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $29,663 |
Filed as: SSI INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $21,457 |
BANK OF HAWAII9+ years Service code 28 · EIN 99-0177765 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $14,689 |
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 | $39,521 | $83,023-52.4% | $102,437-61.4% | $77,762-49.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.58% | 19.12%-11.5pp | 24.95%-17.4pp | 31.27%-23.7pp |
| Employer contribution / active EE | $7,272 | $3,552+104.7% | $3,871+87.9% | $2,728+166.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $633 | $639-1.0% | $8,388-92.5% | $433+46.1% |