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| Provider | Service type | Compensation |
|---|---|---|
BANK OF HAWAII10+ years Service code 28 · EIN 99-0033900 | Investment Management | $102,182 |
HONOLULU ACTUARIAL CONSULTANTS10+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 20-5644068 | Actuarial | $29,843 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $20,000 |
KKDLY LLC10+ years Service code 10 · EIN 99-0292355 | Accounting | $9,326 |
FIRST HAWAIIAN BANK10+ years Service code 18 · EIN 99-0034327 | Custodial (other than securities); Di... | $6,024 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 11.33% | 8.95%+2.4pp | 7.44%+3.9pp | 9.01%+2.3pp |
| Employer contribution / active EE | $27,941 | $26,499+5.4% | $30,790-9.3% | $12,866+117.2% |
| Participant deferral / active EE | $0 | $2,525-100.0% | $640-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |