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 MANAGEMENT4+ 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 | $400,640 |
MASONS' ADMIN OFFICE4+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $305,147 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS ASSET MGMT Service code 28 · EIN 04-3270358 100 DRAKES LANDING ROAD SUITE 360 · GREENBRAE, CA 94904 | Investment Management | $233,925 |
INDEPENDENT FINANCIAL PARTNERS4+ 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 | $227,630 |
YOSHIDA & ASSOCIATES1 year Service code 29 · EIN 99-0337282 737 BISHOP STREET SUITE 2730 · HONOLULU, HI 96813 | Legal | $214,005 |
FIRST HAWAIIAN BANK4+ years Service code 19 · EIN 99-0346772 999 BISHOP STREET, SUITE 2806 · HONOLULU, HI 96813 | Securities Custodian | $205,302 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $168,972 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $153,497 |
HONOLULU ACTUARIAL CONSULTANTS4+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $112,565 |
BANK OF HAWAII4+ years Service code 28 · EIN 99-0040710 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $51,633 |
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.
Annual investment return 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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -2.16% | 12.20%-14.4pp | 10.56%-12.7pp | 21.83%-24.0pp |
| Employer contribution / active EE | $4,530 | $12,801-64.6% | $30,199-85.0% | $12,237-63.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |