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| Provider | Service type | Compensation |
|---|---|---|
SUEMORI & INOUYE, INC.1 year Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 13 1299 S. BERETANIA ST, STE 315 · HONOLULU, HI 96814 | Contract Administrator | $5,991 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,670 | $157,304+108.3% | $141,197+132.1% | $152,909+114.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.30% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $6,907 | $5,263+31.3% | $4,736+45.8% | $4,764+45.0% |
| Participant deferral / active EE | $11,197 | $7,111+57.5% | $6,710+66.9% | $5,851+91.4% |
| Admin fee / account holder | $6,447 | $12,126-46.8% | $10,265-37.2% | $11,601-44.4% |