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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 | Direct payment from the plan; Custodi... | $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% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 9.3%-9.3pp |
| Annual return | 11.33% | 9.50%+1.8pp | 8.50%+2.8pp | 9.76%+1.6pp |
| Employer contribution / active EE | $27,941 | $24,502+14.0% | $29,758-6.1% | $12,965+115.5% |
| Participant deferral / active EE | $0 | $1,768-100.0% | $538-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |