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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE1+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $283,840 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $62,335 |
Filed as: LEMKE, CHINEN & TANAKA, CPA INC Service code 10 · EIN 99-0155373 210 WARD AVENUE, STE 336 · HONOLULU, HI 96814 | Accounting | $51,832 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (WESTERN STATES), Service code 16 · EIN 94-1503999 100 MONTGOMERY ST, 5TH FL, STE 500 · SAN FRANCISCO, CA 94104 | Consulting | $49,474 |
FIRST WESTERN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 27-1551896 1900 16TH STREET SUITE 2650 · DENVER, CO 80202 | Investment Management | $47,402 |
AFFINITY INVESTMENT ADVISORS1+ years Service code 28 · EIN 33-0934127 18111 VON KARMAN AVENUE, SUITE 550 · IRVINE, CA 92612 | Investment Management | $34,308 |
Filed as: TORKILDSON, KATZ, MOORE, HETHERINGT Service code 29 · EIN 99-0155867 700 BISHOP ST., 15TH FLOOR · HONOLULU, HI 96813 | Legal | $19,126 |
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY HAN Service code 20 1034 HORNER STREET · HONOLULU, HI 96819 | Trustee (individual) | $16,752 |
GOLDMAN SACHS1+ years Filed as: KOHALA CAPITAL PARTNERS, LLC Service code 28 · EIN 45-2797073 1211 SW 5TH AVENUE SUITE 2185 · PORTLAND, OR 97221 | Investment Management | $16,328 |
Service code 29 · EIN 46-0781187 410 KILANI ST., STE 211 · WAHIAWA, HI 96786 | Legal | $13,488 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,874 | $57,921-48.4% | $84,753-64.8% | $57,658-48.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.50% | 10.24%-10.7pp | 22.78%-23.3pp | 5.13%-5.6pp |
| Employer contribution / active EE | $5,148 | $2,598+98.1% | $3,574+44.0% | $1,974+160.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $534 | $130+311.6% | $5,333-90.0% | $95+464.7% |