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 CONSULTING6 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $441,754 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $396,009 |
FIRST HAWAIIAN BANK9+ years Service code 18 · EIN 99-0034327 | Direct payment from the plan; Custodi... | $62,981 |
ACCUITY LLP9+ years Service code 10 · EIN 20-5325889 | Accounting | $39,740 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $18,292 |
CARLSMITH BALL LLP1 year Filed as: CARLSMITH BALL, LLP Service code 29 · EIN 99-0035220 | Legal | $6,145 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 3.17% | 9.30%-6.1pp | 7.82%-4.6pp | 9.30%-6.1pp |
| Employer contribution / active EE | $2,525 | $12,551-79.9% | $31,823-92.1% | $12,551-79.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |