PDR Master Services Agreement Names Vestwell Administrator
Hawaii Retirement Savings Board | State of HawaiiState · Honolulu, HI- Disclosed value
- Asset-based fees of 0.15% to 0.10%; annual account fees of $22 to $18; one-time onboarding fee to be negotiated; additional optional fees include $50 rollover, $10 annual paper statement, and $5 per paper check
- From agendapacket
- Document date
- Dec 15, 2025
The 30-second brief
The Partnership for a Dignified Retirement uses Vestwell State Savings LLC as its program administrator and technology provider. The master agreement covers recordkeeping, employer and saver support, account management, and platform services, with participant fees tied to assets and account volume.
Vestwell State Savings LLC holds this technology contract with Hawaii Retirement Savings Board | State of Hawaii. Its other public contracts on record include work for State Treasurer s Office - California Achieving a Better Life Experience.
Term as filed: Master Services Agreement; Partner States must execute separate Partner State Agreements within 90 days of the PDR agreement; proposed Hawaiʻi onboarding timing not specified.
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Contract details
- Contract type
- Technology
- Amount
- Asset-based fees of 0.15% to 0.10%; annual account fees of $22 to $18; one-time onboarding fee to be negotiated; additional optional fees include $50 rollover, $10 annual paper statement, and $5 per paper check
- Document date
- December 15, 2025
- Term
- Master Services Agreement; Partner States must execute separate Partner State Agreements within 90 days of the PDR agreement; proposed Hawaiʻi onboarding timing not specified
- Source document
- Hawaii Retirement Savings Board AgendaPacket Meeting Packet December 15, 2025 (AgendaPacket)
Vestwell State Savings LLC's other public contracts
More Hawaii Retirement Savings Board | State of Hawaii contracts
Questions about this contract
Who was awarded the technology contract by Hawaii Retirement Savings Board | State of Hawaii?
Vestwell State Savings LLC was awarded this technology contract by Hawaii Retirement Savings Board | State of Hawaii, as recorded on December 15, 2025. The contract value is Asset-based fees of 0.15% to 0.10%; annual account fees of $22 to $18; one-time onboarding fee to be negotiated; additional optional fees include $50 rollover, $10 annual paper statement, and $5 per paper check.
How much is the Vestwell State Savings LLC contract with Hawaii Retirement Savings Board | State of Hawaii worth?
The Vestwell State Savings LLC contract with Hawaii Retirement Savings Board | State of Hawaii is valued at Asset-based fees of 0.15% to 0.10%; annual account fees of $22 to $18; one-time onboarding fee to be negotiated; additional optional fees include $50 rollover, $10 annual paper statement, and $5 per paper check, covering technology work.
What type of contract is this?
This is a Technology contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in Hawaii Retirement Savings Board AgendaPacket Meeting Packet December 15, 2025 (AgendaPacket), dated December 15, 2025 from Hawaii Retirement Savings Board | State of Hawaii. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Vestwell State Savings LLC hold?
Vestwell State Savings LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Hawaii Retirement Savings Board | State of Hawaii currently buying?
Explore Hawaii Retirement Savings Board | State of Hawaii's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.