Filed March 19, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $51,164 |
FIRST HAWAIIAN BANK1+ years Service code 21 · EIN 99-0034327 PO BOX 3708 · HONOLULU, HI 96811 | Bank Trustee | $22,613 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -1.61% | -0.83%-0.8pp | -0.81%-0.8pp | -7.14%+5.5pp |
| Employer contribution / active EE | $6,250 | $16,035-61.0% | $38,425-83.7% | $14,613-57.2% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |