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| Provider | Service type | Compensation |
|---|---|---|
BANK OF HAWAII5+ years Service code 28 · EIN 99-0033900 | Investment Management | $87,680 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 20-5644068 | Actuarial | $26,178 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,000 |
N&K CPAS, INC.4 years Service code 10 · EIN 99-0169131 | Accounting | $7,443 |
FIRST HAWAIIAN BANK5+ years Service code 18 · EIN 99-0034327 | Custodial (securities); Custodial (ot... | $5,206 |
CARLSMITH BALL LLP2 years Service code 29 · EIN 99-0035220 | Legal | $4,368 |
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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.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 0.99% | 8.57%-7.6pp | 7.87%-6.9pp | 9.29%-8.3pp |
| Employer contribution / active EE | $33,846 | $19,481+73.7% | $31,784+6.5% | $15,168+123.1% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |