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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,666 |
KOBO WEALTH CONSERVANCY4 years Filed as: KOBO WEALTH CONSERVANCY, INC Service code 27 119 MERCHANT ST. · HONOLULU, HI 968134422 | Advisory (Plan) | $12,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,460 | $63,442-29.9% | $68,791-35.4% | $66,914-33.6% |
| Participation rate | 24.6% | 60.0%-35.3pp | 69.0%-44.4pp | 69.8%-45.2pp |
| Annual return | -20.26% | -8.29%-12.0pp | -6.38%-13.9pp | 1.58%-21.8pp |
| Employer contribution / active EE | $627 | $1,775-64.6% | $2,655-76.4% | $2,544-75.3% |
| Participant deferral / active EE | $1,588 | $2,945-46.1% | $3,941-59.7% | $4,237-62.5% |
| Admin fee / account holder | $596 | $577+3.3% | $4,932-87.9% | $593+0.5% |