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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT & RISK MANAGEMENT SERVICES Service code 13 · EIN 68-0306908 560 N. NIMITZ HWY, SUITE 209 · HONOLULU, HI 96817 | Contract Administrator | $45,773 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 60661 | Advisory (Plan) | $32,354 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $30,410 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $29,895 |
GROUP PLAN ADMINISTRATORS10+ years Service code 10 · EIN 99-0187572 222 S. VINEYARD STREET PH 4 · HONOLULU, HI 96813 | Accounting | $21,999 |
KMH LLP4 years Filed as: KMH, LLP Service code 10 · EIN 42-1539623 1003 BISHOP STREET · HONOLULU, HI 96813 | Accounting | $11,171 |
Filed as: YAMAMOTO, CALIBOSO, & HETHERINGTON Service code 29 · EIN 20-5115756 1100 ALAKEA STREET, SUITE 3100 · HONOLULU, HI 96813 | Legal | $8,616 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,770 | $92,224+41.8% | $105,223+24.3% | $79,634+64.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.27% | 88.65%-81.4pp | 180.65%-173.4pp | 36.46%-29.2pp |
| Employer contribution / active EE | $15,635 | $3,965+294.3% | $3,689+323.9% | $2,529+518.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $553 | $1,121-50.7% | $8,859-93.8% | $1,002-44.8% |