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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK4+ years Service code 21 · EIN 99-0156159 | Bank Trustee | $66,584 |
Filed as: NEITZEL, LUKE AND SALOPEK, INC. Service code 10 · EIN 34-1316056 | Accounting | $10,500 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $7,283 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $663,797-100.0% | $663,797-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 40.5%-40.5pp | 43.7%-43.7pp |
| Annual return | 9.65% | 8.11%+1.5pp | 8.13%+1.5pp | 13.05%-3.4pp |
| Employer contribution / active EE | $0 | $43,909-100.0% | $42,719-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |