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| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $37,500 |
BANK OF HAWAII4+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $36,366 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $18,325 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 51-0492818 | Pension Consulting | $15,210 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | -7.58% | -0.69%-6.9pp | -0.77%-6.8pp | -0.69%-6.9pp |
| Employer contribution / active EE | $11,152 | $16,786-33.6% | $29,514-62.2% | $16,786-33.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |