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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 | $99,972 |
CENTRAL PACIFIC BANK8+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $72,763 |
BOSTON PARTNERS8+ years Service code 28 · EIN 04-3270358 | Investment Management | $70,466 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 81-5465684 | Advisory (Plan) | $43,449 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $41,746 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 50 · EIN 45-0250958 | Direct Payment | $39,901 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $38,421 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $34,245 |
STONEBRIDGE2 years Service code 28 · EIN 22-3367735 | Investment Management | $34,117 |
LOTSOFF3 years Service code 28 · EIN 36-3250722 | Investment Management | $26,627 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,136,095 | $93,010+29075.3% | $96,515+28016.0% | $74,460+36343.8% |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | -3.79% | 37.50%-41.3pp | 35.73%-39.5pp | 34.38%-38.2pp |
| Employer contribution / active EE | $6,664 | $3,427+94.4% | $3,740+78.2% | $2,638+152.6% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $184,236 | $633+28991.8% | $6,735+2635.3% | $348+52872.3% |