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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS2+ years Service code 10 · EIN 99-0187572 | Accounting | $71,900 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $34,014 |
Filed as: BLACKSAND CAPITAL OPPORTUNITY FUND Service code 28 · EIN 27-3963642 | Investment Management | $33,027 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,313 |
Filed as: LEMKE CHINEN & TANAKA, CPA, INC. Service code 10 · EIN 99-0155373 | Accounting | $26,702 |
YEE & KAWASHIMA LLLP1 year Filed as: YEE & KAWASHIMA, LLLP Service code 29 · EIN 47-3636548 | Legal | $5,734 |
KMH LLP1 year Service code 16 · EIN 42-1539623 | Consulting | $5,378 |
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 | $101,238 | $60,545+67.2% | $92,239+9.8% | $69,631+45.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.11% | 19.71%-10.6pp | 176.29%-167.2pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $11,323 | $2,633+330.0% | $3,680+207.7% | $2,032+457.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $489 | $145+238.0% | $5,194-90.6% | $110+343.1% |