Filed May 13, 1994 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5160382 | Bank Trustee | $422,517 |
Service code 11 · EIN 53-0181291 | Actuarial | $373,978 |
D'AMATO & MALONEY, LLP5+ years Service code 29 · EIN 26-3458324 | Legal | $35,196 |
CW ASSOCIATES1 year Filed as: CW ASSOCIATES, A HAWAII CPA CORP. Service code 10 · EIN 26-1659234 | Accounting | $25,373 |
LSM CONSULTANTS LLC5+ years Filed as: LSM CONSULTANTS, LLC Service code 10 · EIN 26-4006199 | Accounting | $6,180 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 23.39% | 21.83%+1.6pp | 12.90%+10.5pp | 21.83%+1.6pp |
| Employer contribution / active EE | $23,733 | $12,237+93.9% | $53,929-56.0% | $12,237+93.9% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |