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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $58,716 |
BANK OF HAWAII3+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $55,244 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $17,696 |
AON CONSULTING3+ years Filed as: AON Service code 11 · EIN 22-2232264 | Actuarial | $4,055 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 12.37% | 13.95%-1.6pp | 10.66%+1.7pp | 13.95%-1.6pp |
| Employer contribution / active EE | $8,065 | $16,598-51.4% | $30,880-73.9% | $16,598-51.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |