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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE3+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $379,900 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $58,500 |
Filed as: LEMKE, CHINEN & TANAKA, CPA INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD · HONOLULU, HI 96813 | Accounting | $54,974 |
AFFINITY INVESTMENT ADVISORS3+ years Service code 28 · EIN 33-0934127 18111 VON KARMAN AVENUE, SUITE 550 · IRVINE, CA 92612 | Investment Management | $54,665 |
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $37,493 |
FIRST WESTERN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 27-1551896 1900 AVENUE OF THE STARS, SUITE 900 · LOS ANGELES, CA 90067 | Investment Management | $24,994 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $19,736 |
THE SEGAL COMPANY3+ 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 | $15,042 |
Filed as: TORKILDSON, KATZ, HETHERINGTON, HAR Service code 29 · EIN 99-0155867 700 BISHOP ST., 15TH FLOOR · HONOLULU, HI 96813 | Legal | $13,000 |
Service code 29 · EIN 46-0781187 410 KILANI ST., STE 211 · WAHIAWA, HI 96786 | Legal | $12,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,190 | $56,443-37.7% | $83,830-58.0% | $55,725-36.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 3.22% | 393.67%-390.4pp | 850.97%-847.7pp | 244.93%-241.7pp |
| Employer contribution / active EE | $7,898 | $2,682+194.5% | $3,631+117.5% | $2,078+280.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $553 | $156+254.1% | $5,479-89.9% | $115+380.3% |