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| Provider | Service type | Compensation |
|---|---|---|
BANK OF HAWAII6+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $53,392 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $39,100 |
KPMG LLP6+ years Service code 10 · EIN 13-5565207 | Accounting | $22,878 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 51-0492818 | Pension Consulting | $15,706 |
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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 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | 10.40% | 8.51%+1.9pp | 9.65%+0.8pp | 9.29%+1.1pp |
| Employer contribution / active EE | $6,174 | $7,965-22.5% | $27,458-77.5% | $15,168-59.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |