Filed July 17, 1997
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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $117,679 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $63,564 |
FAIRVIEW CAPITAL2+ years Filed as: FAIRVIEW CAPITAL INVEST MNGMT LLC Service code 27 · EIN 94-3294876 | Advisory (Plan) | $51,163 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 | Investment Management | $42,561 |
BANK OF HAWAII2+ years Service code 21 · EIN 99-0040710 | Bank Trustee | $17,340 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 5.66% | 7.18%-1.5pp | 4.96%+0.7pp | 7.18%-1.5pp |
| Employer contribution / active EE | $3,831 | $13,095-70.7% | $29,749-87.1% | $13,095-70.7% |
| Participant deferral / active EE | $744 | $385+93.5% | $26+2709.7% | $385+93.5% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |