Filed October 28, 2010 (most recent of 4 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-2562231 | Investment Management | $657,321 |
BANK OF HAWAII10+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $523,823 |
ARROWSTREET CAPITAL5 years Service code 28 · EIN 45-6500555 | Investment Management | $491,393 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $488,209 |
LITTLER MENDELSON, P.C.8 years Filed as: LITTLER MENDELSON P.C. Service code 29 P.O. BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $35,812 |
VULCAN VALUE PARTNERS10+ years Filed as: VULCAN VALUE Service code 28 · EIN 39-2051712 | Investment Management | $35,240 |
BAA CAPITAL ADVISORS1 year Filed as: BAA CAPITAL ADVISORS, INC. Service code 31 · EIN 20-2891791 5999 RIDGEVIEW STREET #B · CAMARILLO, CA 930129467 | Named fiduciary | $30,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.81% | 8.48%-6.7pp | 9.82%-8.0pp | 8.48%-6.7pp |
| Employer contribution / active EE | $3,352 | $9,949-66.3% | $30,311-88.9% | $9,949-66.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |