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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT9+ 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 | $718,105 |
Service code 14 · EIN 68-0306908 560 N. NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI 96817 | Plan Administrator | $362,817 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $293,188 |
Filed as: SSI INVESTMENT MANAGEMENT Service code 28 · EIN 95-2913505 9440 SANTA MONICA BLVD, 8TH FLOOR · BEVERLY HILLS, CA 90210 | Investment Management | $209,213 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0346772 P.O. BOX 3708 · HONOLULU, HI 96811 | Securities Custodian | $162,653 |
INDEPENDENT FINANCIAL PARTNERS9+ 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 | $159,146 |
Service code 28 · EIN 14-1564237 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $135,175 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Filed as: HONOLULU ACTUARIAL CONSULTANTS, INC Service code 11 · EIN 20-5644068 1221 KAPIOLANI BLVD, SUITE 715 · HONOLULU, HI 96814 | Actuarial | $120,771 |
AFFINITY INVESTMENT ADVISORS6 years Service code 28 · EIN 33-0934127 401 MACARTHUR BLVD, SUITE 150 · NEWPORT BEACH, CA 92660 | Investment Management | $112,738 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 500 ALA MOANA BLVD., BLDG 2, 302 · HONOLULU, HI 96813 | Accounting | $86,429 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 21.57% | 10.33%+11.2pp | 8.10%+13.5pp | 9.30%+12.3pp |
| Employer contribution / active EE | $6,867 | $14,972-54.1% | $28,649-76.0% | $12,551-45.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |