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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII SHEET METAL ADMIN OFFICE Service code 14 1405 NORTH KING STREET, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $115,172 |
CENTRAL PACIFIC BANK5+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $102,430 |
Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $75,577 |
DODGE & COX4 years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $65,124 |
DESMOND M. KOTAKE CPA5+ years Service code 10 · EIN 99-0276359 | Accounting | $56,489 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $31,464 |
STONEBRIDGE5+ years Filed as: STONEBRIDGE ADVISORS Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $29,515 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3200030 | Investment Management | $28,180 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 | Actuarial | $16,000 |
MILLER HOWARD4 years Service code 28 · EIN 14-1710657 | Investment Management | $8,772 |
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 | $175,644 | $91,517+91.9% | $101,275+73.4% | $73,412+139.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 10.08% | 17.17%-7.1pp | 46.48%-36.4pp | 59.30%-49.2pp |
| Employer contribution / active EE | $7,891 | $2,877+174.3% | $3,660+115.6% | $2,234+253.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1,162 | $216+438.5% | $5,948-80.5% | $158+636.2% |