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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII SHEET METAL ADMIN OFFICE Service code 14 140 N. KING ST, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $129,555 |
CENTRAL PACIFIC BANK7+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $90,235 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 81-5465684 | Advisory (Plan) | $82,750 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $64,582 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $54,142 |
Filed as: ZIEGLER Service code 28 · EIN 85-0597999 | Investment Management | $41,026 |
LOTSOFF2 years Service code 28 · EIN 36-3250722 | Investment Management | $37,636 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $36,456 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $33,686 |
BOSTON PARTNERS7+ years Service code 28 · EIN 04-3270358 | Investment Management | $33,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,566,006 | $106,236+36202.1% | $112,249+34257.6% | $64,819+59398.1% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.1%-75.1pp | 71.5%-71.5pp |
| Annual return | 9.73% | -6.02%+15.8pp | 27.48%-17.7pp | 32.84%-23.1pp |
| Employer contribution / active EE | $6,797 | $3,166+114.7% | $3,636+86.9% | $2,507+171.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $230,022 | $452+50834.2% | $6,412+3487.2% | $188+122365.0% |