Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS1+ years Service code 10 · EIN 99-0187572 222 SOUTH VINEYARD STREET PH4 · HONOLULU, HI 96813 | Accounting | $61,030 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 PO BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $28,872 |
Filed as: LEMKE CHINEN & TANAKA, CPA, INC. Service code 10 · EIN 99-0155373 210 WARD AVENUE SUITE 336 · HONOLULU, HI 96814 | Accounting | $26,178 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 10880 WILSHIRE BLVD SUITE 850 · LOS ANGELES, CA 90024 | Advisory (Plan) | $22,917 |
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 | $95,438 | $57,921+64.8% | $84,753+12.6% | $57,658+65.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 0.67% | 10.24%-9.6pp | 22.78%-22.1pp | 5.13%-4.5pp |
| Employer contribution / active EE | $11,257 | $2,598+333.2% | $3,574+214.9% | $1,974+470.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $847 | $130+553.1% | $5,333-84.1% | $95+795.9% |