Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $77,788+128.9% | $119,126+49.5% | $64,728+175.1% |
| Participation rate | 99.7% | 69.4%+30.3pp | 75.8%+23.9pp | 57.9%+41.8pp |
| Annual return | 3.08% | 13.19%-10.1pp | 282.11%-279.0pp | 49.38%-46.3pp |
| Employer contribution / active EE | $12,607 | $4,031+212.7% | $4,034+212.5% | $2,243+462.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $970 | $1,365-28.9% | $10,693-90.9% | $1,145-15.3% |