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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE2+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $341,986 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $52,818 |
Filed as: LEMKE, CHINEN & TANAKA, CPA INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD · HONOLULU, HI 96813 | Accounting | $51,832 |
FIRST WESTERN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 27-1551896 1900 16TH STREET SUITE 2650 · DENVER, CO 80202 | Investment Management | $37,231 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $23,165 |
AFFINITY INVESTMENT ADVISORS2+ years Service code 28 · EIN 33-0934127 18111 VON KARMAN AVENUE, SUITE 550 · IRVINE, CA 92612 | Investment Management | $21,985 |
Service code 29 · EIN 46-0781187 410 KILANI ST., STE 211 · WAHIAWA, HI 96786 | Legal | $12,491 |
GAYLORD LOVELL1 year Service code 20 94-092 LEOKANE STREET · WAIPAHU, HI 96797 | Trustee (individual) | $11,122 |
THE SEGAL COMPANY2+ 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 | $9,323 |
BANK OF HAWAII2+ years Service code 28 · EIN 99-0177765 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $9,126 |
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 | $29,386 | $60,545-51.5% | $92,240-68.1% | $69,631-57.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 4.83% | 19.71%-14.9pp | 176.29%-171.5pp | 27571.02%-27566.2pp |
| Employer contribution / active EE | $5,226 | $2,633+98.5% | $3,680+42.0% | $2,032+157.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $465 | $145+220.9% | $5,194-91.1% | $110+320.7% |