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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $170,299 |
Filed as: HAWAII SHEET METAL ADMIN OFFICE Service code 14 140 N. KING ST, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $127,426 |
DODGE & COX8 years Service code 28 · EIN 94-1441976 | Investment Management | $69,038 |
LOTSOFF4 years Service code 28 · EIN 36-3250722 | Investment Management | $67,629 |
CENTRAL PACIFIC BANK9+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $67,235 |
BOSTON PARTNERS9+ years Service code 28 · EIN 04-3270358 | Investment Management | $47,507 |
SALTZMAN & JOHNSON2 years Service code 29 · EIN 94-2376174 | Legal | $43,258 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $36,463 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 81-5465684 | Advisory (Plan) | $35,504 |
STONEBRIDGE3 years Service code 28 · EIN 22-3367735 | Investment Management | $32,983 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,224 | $82,980+94.3% | $103,378+56.0% | $77,692+107.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.00% | 19.11%-12.1pp | 24.91%-17.9pp | 31.25%-24.3pp |
| Employer contribution / active EE | $5,856 | $3,554+64.8% | $3,870+51.3% | $2,726+114.8% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1,290 | $639+102.0% | $8,401-84.6% | $431+199.6% |