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| Provider | Service type | Compensation |
|---|---|---|
GROUP PLAN ADMINISTRATORS2+ years Service code 13 · EIN 99-0187572 | Contract Administrator | $198,648 |
ANALYTIC INVESTORS, LLC2+ years Service code 28 · EIN 95-2665790 | Investment Management | $144,446 |
BLACKSAND CAPITAL, LLC1 year Filed as: BLACKSAND CAPITAL OPPOR FUND I, LP Service code 28 · EIN 27-3963642 | Investment Management | $132,107 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $105,126 |
Filed as: MET WEST ASSET MGMT Service code 28 · EIN 95-4597302 | Investment Management | $93,659 |
Service code 10 · EIN 99-0155373 | Accounting | $70,820 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 17 · EIN 13-2646110 | Pension Consulting | $52,875 |
YEE & KAWASHIMA LLLP2+ years Filed as: YEE & KAWASHIMA, LLLP Service code 29 · EIN 47-3636548 | Legal | $23,856 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $7,367 |
KMH LLP2+ years Filed as: KMH LLC Service code 16 1003 BISHOP ST 2400 · HONOLULU, HI 96813 | Consulting | $5,378 |
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 | $157,011 | $60,545+159.3% | $92,239+70.2% | $69,631+125.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 6.97% | 19.71%-12.7pp | 176.29%-169.3pp | 27571.02%-27564.0pp |
| Employer contribution / active EE | $10,715 | $2,633+306.9% | $3,680+191.2% | $2,032+427.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1,142 | $145+688.6% | $5,194-78.0% | $110+933.8% |