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| Provider | Service type | Compensation |
|---|---|---|
MASONS' ADMIN OFFICE6+ years Service code 14 · EIN 99-0224301 2251 NORTH SCHOOL STREET · HONOLULU, HI 96819 | Plan Administrator | $289,509 |
OLD GLORY ASSET MANAGEMENT6+ 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 | $231,375 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $199,706 |
FIRST HAWAIIAN BANK6+ years Service code 19 · EIN 99-0346772 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $154,665 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $153,303 |
INDEPENDENT FINANCIAL PARTNERS6+ 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 | $152,139 |
Service code 10 · EIN 99-0155373 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $128,641 |
HONOLULU ACTUARIAL CONSULTANTS6+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $118,010 |
BANK OF HAWAII6+ years Service code 28 · EIN 99-0040710 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $91,275 |
AFFINITY INVESTMENT ADVISORS3 years Service code 28 · EIN 33-0934127 401 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $86,605 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 28.18% | 19.37%+8.8pp | 11.08%+17.1pp | 15.63%+12.5pp |
| Employer contribution / active EE | $4,926 | $13,107-62.4% | $28,418-82.7% | $11,476-57.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |