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 Filed as: GROUP PLAN ADMINISTRATORS, INC. Service code 14 · EIN 99-0187572 222 S. VINEYARD STREET · HONOLULU, HI 96813 | Plan Administrator | $103,156 |
FIRST HAWAIIAN BANK1+ years Service code 19 · EIN 99-0034327 P.O. BOX 3708 · HONOLULU, HI 968113708 | Securities Custodian | $65,350 |
Filed as: LEMKE, CHINEN & TANAKA, CPA Service code 10 · EIN 99-0155373 210 WARD AVE STE 336 · HONOLULU, HI 96814 | Accounting | $36,911 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $25,000 |
WEINBERG, ROGER & ROSENFELD1+ years Service code 29 · EIN 99-2458080 1099 ALAKEA ST, STE 1602 · HONOLULU, HI 96813 | Legal | $11,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,597 | $83,458-62.1% | $123,106-74.3% | $67,505-53.2% |
| Participation rate | 39.8% | 84.5%-44.7pp | 86.8%-47.0pp | 71.2%-31.4pp |
| Annual return | -0.25% | 1.29%-1.5pp | 13.22%-13.5pp | 6.52%-6.8pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $5,151-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $1,124 | $5,379-79.1% | $6,229-82.0% | $3,597-68.7% |
| Admin fee / account holder | $100 | $60+67.6% | $9,015-98.9% | $56+78.3% |