| Provider | Service type | Compensation |
|---|---|---|
CARLSMITH BALL LLP1 year Filed as: CARLSMITH BALL, LLP Service code 29 1001 BISHOP STREET, SUITE 2100 · HONOLULU, HI 96813 | Legal | $45,478 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 15 · EIN 13-3954297 | Recordkeeping | $40,650 |
MERCER1 year Filed as: MERCER(US)LLC Service code 11 · EIN 13-2834414 | Actuarial | $40,232 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $21,836 |
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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 12.54% | 9.98%+2.6pp | 12.68%-0.1pp | 22.81%-10.3pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,626-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |