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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $34,995 |
FIRST HAWAIIAN BANK2 years Service code 15 · EIN 99-0034327 | Recordkeeping | $15,331 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | 5.03% | -1.87%+6.9pp | -0.41%+5.4pp | -0.69%+5.7pp |
| Employer contribution / active EE | $2,009 | $8,333-75.9% | $15,396-87.0% | $16,786-88.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |