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| Provider | Service type | Compensation |
|---|---|---|
BANK OF HAWAII8+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $56,399 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $41,600 |
KKDLY LLC1 year Service code 10 · EIN 99-0292355 | Accounting | $18,848 |
SAGEVIEW ADVISORY GROUP, LLC5 years Filed as: SAGEVIEW ADVISORY GROUP Service code 17 · EIN 51-0492818 | Pension Consulting | $16,912 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $18,795-100.0% | $65,170-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 29.3%-29.3pp | 9.9%-9.9pp |
| Annual return | -19.05% | -10.92%-8.1pp | 7.07%-26.1pp | -5.25%-13.8pp |
| Employer contribution / active EE | $0 | $23,250-100.0% | $34,847-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $4-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $51-100.0% | $3,859-100.0% |