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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $64,890 |
BANK OF HAWAII10+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $20,842 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $17,726 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 7.99% | 9.01%-1.0pp | 8.41%-0.4pp | 8.21%-0.2pp |
| Employer contribution / active EE | $10,178 | $10,608-4.1% | $41,333-75.4% | $13,841-26.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |