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| Provider | Service type | Compensation |
|---|---|---|
SUEMORI & INOUYE, INC.2 years Filed as: SUEMORI & INOUYE, INC. DBA SI GROUP Service code 13 1299 S. BERETANIA ST, STE 315 · HONOLULU, HI 96814 | Contract Administrator | $6,663 |
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 | $335,296 | $165,399+102.7% | $149,745+123.9% | $158,982+110.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.12% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $6,338 | $5,105+24.2% | $4,646+36.4% | $4,763+33.1% |
| Participant deferral / active EE | $10,277 | $7,183+43.1% | $6,843+50.2% | $5,983+71.8% |
| Admin fee / account holder | $10,669 | $10,811-1.3% | $9,312+14.6% | $11,252-5.2% |