Filed January 27, 2017
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $59,216 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $17,012 |
BANK OF HAWAII1+ years Service code 16 · EIN 99-0033900 | Consulting | $7,077 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,543 | $64,739-17.3% | $71,796-25.4% | - |
| Participation rate | 91.9% | 64.9%+27.0pp | 69.1%+22.8pp | - |
| Annual return | -1.40% | 2.75%-4.1pp | 78.04%-79.4pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $1,924-100.0% | - |
| Participant deferral / active EE | $2,250 | $1,955+15.1% | $2,794-19.5% | - |
| Admin fee / account holder | $579 | $2,577-77.6% | $4,815-88.0% | - |