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 |
|---|---|---|
CARLSMITH BALL LLP1 year Service code 29 PO BOX 656 · HONOLULU, HI 96809 | Legal | $50,407 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,033 |
ACCUITY LLP1 year Service code 10 PO BOX 31000 · HONOLULU, HI 96849 | Accounting | $15,916 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $9,607 |
Service code 33 | Other commissions; Securities brokera... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,236 | $87,173+4.7% | $59,899+52.3% | $75,289+21.2% |
| Participation rate | 96.3% | 74.5%+21.9pp | 74.7%+21.6pp | 72.4%+23.9pp |
| Annual return | -5.37% | -2.14%-3.2pp | 3.46%-8.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,151 | $3,473+77.1% | $2,723+125.9% | $2,405+155.8% |
| Participant deferral / active EE | $6,640 | $3,379+96.5% | $3,403+95.1% | $3,739+77.6% |
| Admin fee / account holder | $29 | $75-61.1% | $3,592-99.2% | $102-71.6% |