Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MASONS' ADMIN OFFICE2+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $349,454 |
OLD GLORY ASSET MANAGEMENT2+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 5 GREAT VALLEY PARKWAY, SUITE 326 · MALVERN, PA 19355 | Investment Management | $278,636 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0346772 999 BISHOP STREET, SUITE 2806 · HONOLULU, HI 96813 | Securities Custodian | $262,186 |
BOSTON PARTNERS2+ years Filed as: ROBECO BOSTON PARTNERS ASSET MGMT Service code 28 · EIN 04-3270358 100 DRAKES LANDING ROAD SUITE 360 · GREENBRAE, CA 94904 | Investment Management | $244,776 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $236,888 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $149,812 |
HONOLULU ACTUARIAL CONSULTANTS2+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $102,094 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $80,510 |
FUJIKAWA & YASUNAGA2+ years Service code 29 · EIN 99-0219097 615 PIIKOI STREET, PH 1 · HONOLULU, HI 96814 | Legal | $77,694 |
ATLAS FINANCIAL GROUP, LLC2+ years Filed as: ATLAS INSURANCE AGENCY, INC. Service code 23 1132 BISHOP STREET, 1600 · HONOLULU, HI 96813 | Insurance services | $37,192 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 16.49% | 12.33%+4.2pp | 8.32%+8.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $7,008 | $11,641-39.8% | $30,793-77.2% | $14,688-52.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |