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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE4+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $382,962 |
FIRST WESTERN CAPITAL MANAGEMENT4+ years Service code 28 · EIN 27-1551896 1900 AVENUE OF THE STARS, SUITE 900 · LOS ANGELES, CA 90067 | Investment Management | $61,082 |
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 | $55,236 |
AFFINITY INVESTMENT ADVISORS4+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $52,800 |
FIRST HAWAIIAN BANK4+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $37,395 |
Filed as: TORKILDSON, KATZ, HETHERINGTON, HAR Service code 29 · EIN 99-0155867 700 BISHOP ST., 15TH FLOOR · HONOLULU, HI 96813 | Legal | $28,303 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $18,522 |
BANK OF HAWAII4+ years Service code 28 · EIN 99-0177765 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $9,278 |
BLACKSAND CAPITAL, LLC1 year Service code 28 · EIN 01-0960807 1288 ALA MOANA BLVD, STE 288 · HONOLULU, HI 96814 | Investment Management | $0 |
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 | $30,274 | $66,051-54.2% | $92,903-67.4% | $77,775-61.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 0.95% | 20.69%-19.7pp | 109.43%-108.5pp | 32.58%-31.6pp |
| Employer contribution / active EE | $3,127 | $3,426-8.7% | $3,653-14.4% | $2,504+24.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $513 | $148+247.1% | $5,795-91.1% | $100+412.7% |