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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,662 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 49 1099 ALAKEA STREET · HONOLULU, HI 96813 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,198 | $51,466+9.2% | $78,778-28.7% | $62,293-9.8% |
| Participation rate | 37.8% | 59.8%-22.0pp | 69.2%-31.4pp | 69.5%-31.7pp |
| Annual return | 11.27% | 19.96%-8.7pp | 35.62%-24.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,881 | $2,147+34.2% | $2,958-2.6% | $3,169-9.1% |
| Admin fee / account holder | $58 | $489-88.2% | $5,134-98.9% | $479-87.9% |