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.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-2562231 | Investment Management | $746,703 |
BANK OF HAWAII8+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $552,269 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $359,462 |
ARROWSTREET CAPITAL3 years Service code 28 · EIN 45-6500555 | Investment Management | $183,805 |
VULCAN VALUE PARTNERS8+ years Filed as: VULCAN VALUE Service code 28 · EIN 39-2051712 | Investment Management | $68,348 |
LITTLER MENDELSON, P.C.6 years Filed as: LITTLER MENDELSON P.C. Service code 29 P.O. BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $58,968 |
Annual investment return 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 | $267,477-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -23.72% | -14.80%-8.9pp | -38.86%+15.1pp | -14.80%-8.9pp |
| Employer contribution / active EE | $2,703 | $8,996-70.0% | $37,756-92.8% | $8,996-70.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $16-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $16,942-100.0% | - |