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 RESEARCH9+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-2562231 | Investment Management | $663,882 |
BANK OF HAWAII9+ years Service code 21 · EIN 99-0033900 | Bank Trustee | $487,863 |
MILLIMAN, INC.3 years Service code 11 · EIN 91-0675641 | Actuarial | $302,098 |
ARROWSTREET CAPITAL4 years Service code 28 · EIN 45-6500555 | Investment Management | $253,177 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $190,944 |
LITTLER MENDELSON, P.C.7 years Filed as: LITTLER MENDELSON P.C. Service code 29 P.O. BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $62,783 |
VULCAN VALUE PARTNERS9+ years Filed as: VULCAN VALUE Service code 28 · EIN 39-2051712 | Investment Management | $48,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 10.61% | 33.11%-22.5pp | 32.33%-21.7pp | 33.11%-22.5pp |
| Employer contribution / active EE | $3,446 | $9,000-61.7% | $33,964-89.9% | $9,000-61.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |