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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GROUP PLAN ADMINISTATORS Service code 13 · EIN 99-0187572 | Contract Administrator | $47,325 |
Service code 29 · EIN 99-0268206 | Legal | $38,582 |
HGK1 year Service code 16 · EIN 52-1296988 | Consulting | $33,484 |
BANK OF HAWAII4+ years Service code 16 P.O. BOX 3170 · HONOLULU, HI 96802 | Consulting | $19,825 |
MALCOLM NAKAMURA1 year Service code 20 · EIN 99-0180872 | Trustee (individual); Direct payment ... | $6,521 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $6,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,523-100.0% | $140,019-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | -3.00% | 2.39%-5.4pp | 651.17%-654.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $6,342 | $3,350+89.3% | $5,605+13.1% | $2,111+200.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |