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| Provider | Service type | Compensation |
|---|---|---|
HAWAII IRON WORKERS ADMIN OFFICE7+ years Service code 14 · EIN 99-0164675 94-497 UKEE STREET · WAIPAHU, HI 96797 | Plan Administrator | $393,988 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $69,610 |
Filed as: LEMKE, CHINEN & TANAKA, CPA INC Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD · HONOLULU, HI 96813 | Accounting | $58,639 |
FIRST HAWAIIAN BANK7+ years Service code 19 · EIN 99-0034327 P.O. BOX 3200 · HONOLULU, HI 96847 | Securities Custodian | $57,178 |
AFFINITY INVESTMENT ADVISORS7+ years Service code 28 · EIN 33-0934127 4041 MACARTHUR BLVD, STE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $54,784 |
Service code 28 · EIN 85-3620002 1875 CENTURY PARK EAST, SUITE 950 · LOS ANGELES, CA 90067 | Investment Management | $54,250 |
Filed as: SSI INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $25,697 |
Filed as: TORKILDSON, KATZ, HETHERINGTON, HAR Service code 29 · EIN 99-0155867 700 BISHOP ST., 15TH FLOOR · HONOLULU, HI 96813 | Legal | $22,597 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $22,388 |
THE SEGAL COMPANY1 year 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 | $9,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,303 | $76,774-51.4% | $112,258-66.8% | $77,906-52.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -6.47% | -10.25%+3.8pp | 27.47%-33.9pp | 12.16%-18.6pp |
| Employer contribution / active EE | $2,992 | $3,977-24.8% | $3,636-17.7% | $2,846+5.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $593 | $239+148.2% | $6,411-90.8% | $133+347.2% |