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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT3+ 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 | $356,199 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS ASSET MGMT Service code 28 · EIN 04-3270358 100 DRAKES LANDING ROAD SUITE 360 · GREENBRAE, CA 94904 | Investment Management | $279,428 |
MASONS' ADMIN OFFICE3+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $277,813 |
INDEPENDENT FINANCIAL PARTNERS3+ 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 | $241,985 |
FIRST HAWAIIAN BANK3+ years Service code 19 · EIN 99-0346772 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $220,790 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $153,390 |
HONOLULU ACTUARIAL CONSULTANTS3+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $107,330 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 1001 BISHOP STREET, SUITE 1900 · HONOLULU, HI 96813 | Advisory (Plan) | $92,667 |
YEE & KAWASHIMA LLLP2 years Service code 29 · EIN 47-3636548 1000 BISHOP STREET SUITE 908 · HONOLULU, HI 96813 | Legal | $19,116 |
PACIFIC INCOME ADVISORS3+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVENUE, SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $17,844 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 11.49% | 2.02%+9.5pp | -752.26%+763.7pp | 33.37%-21.9pp |
| Employer contribution / active EE | $4,560 | $12,422-63.3% | $31,802-85.7% | $11,253-59.5% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |