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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $745,529 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $406,435 |
CARLSMITH BALL LLP4+ years Service code 29 1001 BISHOP ST 2200 · HONOLULU, HI 96813 | Legal | $39,980 |
ACCUITY LLP4+ years Service code 10 · EIN 20-5325889 | Accounting | $23,560 |
THE BANK OF NEW YORK MELLON4+ 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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 17.99% | 21.83%-3.8pp | 8.97%+9.0pp | 21.83%-3.8pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $37,026-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |