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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 10 · EIN 22-2232264 | Accounting | $40,102 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,323 |
BANK OF HAWAII4+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $16,821 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -9.33% | -1.00%-8.3pp | -3.19%-6.1pp | 10.56%-19.9pp |
| Employer contribution / active EE | $8,475 | $16,990-50.1% | $48,658-82.6% | $13,643-37.9% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |