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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS7 years Service code 14 · EIN 99-0187572 222 SOUTH VINEYARD ST PH4 · HONOLULU, HI 96813 | Plan Administrator | $39,204 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY ST 500 · SAN FRANCISCO, CA 94104 | Actuarial | $30,398 |
FIRST HAWAIIAN BANK8+ years Service code 19 · EIN 99-0034327 999 BISHOP STREET · HONOLULU, HI 96813 | Securities Custodian | $19,980 |
MC GROUP HAWAII, INC.3 years Service code 10 · EIN 27-3701730 P.O. BOX 62030 · HONOLULU, HI 96839 | Accounting | $13,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,589 | $64,176-10.3% | $112,249-48.7% | $66,938-14.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.46% | -13.80%-0.7pp | 27.48%-41.9pp | 1.58%-16.0pp |
| Employer contribution / active EE | $14,802 | $3,007+392.3% | $3,636+307.1% | $2,545+481.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $394 | $626-37.0% | $6,412-93.8% | $594-33.6% |