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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: GW CAPITAL Service code 28 · EIN 68-0204817 | Investment Management | $134,822 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $91,610 |
DESMOND M. KOTAKE CPA1+ years Service code 10 · EIN 99-0276359 | Accounting | $51,729 |
LOTSOFF1+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $40,301 |
BOSTON PARTNERS1+ years Service code 28 · EIN 04-3270358 | Investment Management | $33,810 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $33,336 |
BANK OF HAWAII1+ years Service code 19 · EIN 99-0033900 | Securities Custodian | $27,639 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $24,367 |
ROGER NAGATA1+ years Service code 13 · EIN 99-0115396 | Contract Administrator | $22,952 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $19,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,606 | $57,921+127.2% | $84,753+55.3% | $57,658+128.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -2.01% | 10.24%-12.3pp | 22.78%-24.8pp | 5.13%-7.1pp |
| Employer contribution / active EE | $6,130 | $2,598+135.9% | $3,574+71.5% | $1,974+210.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1,025 | $130+690.3% | $5,333-80.8% | $95+984.1% |