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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT5+ 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 | $460,450 |
MASONS' ADMIN OFFICE5+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $290,408 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $193,515 |
INDEPENDENT FINANCIAL PARTNERS5+ 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 | $187,119 |
FIRST HAWAIIAN BANK5+ years Service code 19 · EIN 99-0346772 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $160,373 |
YOSHIDA & ASSOCIATES2 years Service code 29 · EIN 99-0337282 737 BISHOP STREET, SUITE 2730 · HONOLULU, HI 96813 | Legal | $159,958 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $146,731 |
HONOLULU ACTUARIAL CONSULTANTS5+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $115,707 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $86,498 |
AFFINITY INVESTMENT ADVISORS2 years Service code 28 · EIN 33-0934127 401 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $83,055 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.10% | 6.82%-3.7pp | 8.01%-4.9pp | 12.86%-9.8pp |
| Employer contribution / active EE | $4,691 | $12,695-63.1% | $29,476-84.1% | $13,687-65.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |