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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 968113708 | Securities Custodian | $99,261 |
GROUP PLAN ADMINISTRATORS10+ years Filed as: GROUP PLAN ADMINISTRATORS, INC. Service code 14 · EIN 99-0187572 222 S. VINEYARD STREET · HONOLULU, HI 96813 | Plan Administrator | $92,099 |
Service code 22 · EIN 94-3249244 1470 AURA WAY · LOS ALTOS, CA 94024 | Insurance Broker | $55,220 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $18,750 |
Service code 29 · EIN 94-1709555 595 MARKET STREET, SUITE 800 · SAN FRANCISCO, CA 94105 | Legal | $12,700 |
U.N.I.T.E. H.E.R.E. LOCAL 59 years Service code 38 · EIN 99-0037985 1516 S. KING STREET · HONOLULU, HI 96826 | Participant Communication | $8,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,517 | $36,728+34.8% | $56,025-11.6% | $99,313-50.1% |
| Participation rate | 47.2% | 25.4%+21.8pp | 52.5%-5.3pp | 71.7%-24.5pp |
| Annual return | 13.96% | 14.66%-0.7pp | 1712.69%-1698.7pp | 17.67%-3.7pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,042-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $1,655 | $1,058+56.4% | $1,955-15.3% | $5,346-69.0% |
| Admin fee / account holder | $92 | $113-18.5% | $2,828-96.7% | $109-15.5% |