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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $42,822 |
Service code 10 · EIN 99-0272757 | Accounting | $35,288 |
FIRST HAWAIIAN BANK4 years Service code 15 · EIN 99-0034327 | Recordkeeping | $17,146 |
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Annual investment return 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.
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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 1.64% | 9.42%-7.8pp | 10.57%-8.9pp | 627.08%-625.4pp |
| Employer contribution / active EE | $3,194 | $11,814-73.0% | $18,335-82.6% | $18,824-83.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |