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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS3 years Filed as: GROUP PLAN ADMINISTATORS Service code 10 · EIN 99-0187572 | Accounting | $47,183 |
HGK3 years Service code 16 · EIN 52-1296988 | Consulting | $44,383 |
Service code 29 · EIN 99-0268206 | Legal | $23,834 |
BANK OF HAWAII6+ years Service code 16 P.O. BOX 3170 · HONOLULU, HI 96802 | Consulting | $19,541 |
CENTRAL PACIFIC BANK6+ years Service code 21 · EIN 99-0309010 220 SOUTH KING STREET · HONOLULU, HI 96813 | Bank Trustee | $16,261 |
LINDQUIST LLP1 year Filed as: LINDQUIST CPA Service code 10 · EIN 52-2385296 | Accounting | $10,574 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $6,500 |
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.
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 | $48,860 | $136,307-64.2% | $177,848-72.5% | $73,497-33.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.45% | 18.68%-12.2pp | 48.33%-41.9pp | 28.51%-22.1pp |
| Employer contribution / active EE | $6,930 | $3,712+86.7% | $5,919+17.1% | $2,270+205.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $743 | $596+24.8% | $12,431-94.0% | $513+44.8% |