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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE5+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $374,517 |
FIRST WESTERN CAPITAL MANAGEMENT5+ years Service code 28 · EIN 27-1551896 1900 AVENUE OF THE STARS, SUITE 900 · LOS ANGELES, CA 90067 | Investment Management | $60,214 |
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 | $57,592 |
AFFINITY INVESTMENT ADVISORS5+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $42,735 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $41,178 |
Filed as: TORKILDSON, KATZ, HETHERINGTON, HAR Service code 29 · EIN 99-0155867 700 BISHOP ST., 15TH FLOOR · HONOLULU, HI 96813 | Legal | $20,624 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $17,939 |
BANK OF HAWAII5+ years Service code 28 · EIN 99-0177765 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $9,715 |
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 | $31,968 | $81,719-60.9% | $101,271-68.4% | $90,274-64.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.63% | 337.64%-336.0pp | 46.48%-44.8pp | 53.97%-52.3pp |
| Employer contribution / active EE | $3,265 | $3,622-9.9% | $3,660-10.8% | $2,523+29.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $482 | $162+197.8% | $5,948-91.9% | $114+322.7% |