Filed March 27, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 22-2232264 | Actuarial | $577,971 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $521,885 |
CARLSMITH BALL LLP3+ years Service code 29 1001 BISHOP ST 2200 · HONOLULU, HI 96813 | Legal | $37,651 |
ACCUITY LLP3+ years Service code 10 · EIN 20-5325889 | Accounting | $23,560 |
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $18,800 |
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 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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | -5.55% | 33.37%-38.9pp | -0.33%-5.2pp | 33.37%-38.9pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $25,782-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $928-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |