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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 560 N NIMITZ HWY STE 209 · HONOLULU, HI 96817 | Contract Administrator | $61,689 |
HGK7 years Service code 19 525 WASHINGTON BLVD · NEW JERSEY CITY, NJ 07310 | Securities Custodian | $44,000 |
MC GROUP HAWAII, INC.3 years Service code 10 PO BOX 62030 · HONOLULU, HI 96839 | Accounting | $15,916 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 180 HOWARD STREET · SAN FRANCISCO, CA 94105 | Actuarial | $11,292 |
CKW FINANCIAL GROUP2 years Filed as: CKW FINANCIAL Service code 19 1003 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $9,550 |
Service code 29 1100 ALAKEA ST 3100 · HONOLULU, HI 96813 | Legal | $8,760 |
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 | $61,063 | $80,781-24.4% | $102,437-40.4% | $74,478-18.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.34% | 27.58%-18.2pp | 24.95%-15.6pp | 1370.56%-1361.2pp |
| Employer contribution / active EE | $7,554 | $3,160+139.0% | $3,871+95.2% | $2,626+187.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $689 | $2,372-70.9% | $8,388-91.8% | $1,946-64.6% |