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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 68-0306908 560 NORTH NIMITZ HWY., SUITE 209 · HONOLULU, HI 96817 | Contract Administrator | $148,976 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 PO BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $104,878 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Filed as: MET WEST ASSET MGMT Service code 28 · EIN 95-4597302 | Investment Management | $84,013 |
SINGERLEWAK LLP2 years Filed as: SINGERLEWAK, LLP Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD, SUITE 2-302 · HONOLULU, HI 96813 | Accounting | $70,355 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $62,972 |
GROUP PLAN ADMINISTRATORS10+ years Service code 13 · EIN 99-0187572 222 S VINEYEARD STREET PH4 · HONOLULU, HI 96813 | Contract Administrator | $49,662 |
YEE & KAWASHIMA LLLP10+ years Filed as: YEE & KAWASHIMA, LLLP Service code 29 · EIN 47-3636548 1000 BISHOP STREET, SUITE 908 · HONOLULU, HI 96813 | Legal | $24,690 |
KMH LLP5 years Filed as: KMH Service code 10 1003 BISHOP STREET · HONOLULU, HI 96813 | Accounting | $11,171 |
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 | $178,075 | $81,557+118.3% | $123,973+43.6% | $65,191+173.2% |
| Participation rate | 99.7% | 77.8%+21.8pp | 76.7%+23.0pp | 63.0%+36.7pp |
| Annual return | 3.08% | 11.45%-8.4pp | 388.13%-385.0pp | 51.24%-48.2pp |
| Employer contribution / active EE | $12,607 | $4,637+171.9% | $4,126+205.6% | $2,400+425.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $970 | $1,040-6.7% | $11,799-91.8% | $907+7.0% |