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| Provider | Service type | Compensation |
|---|---|---|
BANK OF HAWAII3+ years Service code 28 · EIN 99-0033900 | Investment Management | $87,582 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 20-5644068 | Actuarial | $25,236 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
N&K CPAS, INC.2 years Service code 10 · EIN 99-0169131 | Accounting | $7,436 |
FIRST HAWAIIAN BANK3+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $4,853 |
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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 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 4.76% | -1.32%+6.1pp | -0.67%+5.4pp | 10.56%-5.8pp |
| Employer contribution / active EE | $30,508 | $18,687+63.3% | $31,731-3.9% | $13,643+123.6% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |