Board of Trustees of Hawaii Sheet Metal Workers Annuity Fund

56 Plan: Hawaii Sheet Metal Workers Annuity Fund

100

For the average 401k participant, the 30 point difference between this plan's BrightScope Rating (56) and the top rated plan (86) could equate to:
[How is this calculated?]

15 additional years of work

Up to $122,900 in lost retirement savings.

The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

Retirement Plan Description

Hawaii Sheet Metal Workers Annuity Fund is a defined contribution plan. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Participation Rate. Hawaii Sheet Metal Workers Annuity Fund currently has over 600 active participants and over $93.0M in plan assets.

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Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Top 3 Funds in this 401k

1.	Total Common Stocks	54%
2.	Total Corporate Bonds	21%
3.	Total US Government Securities	14%

Plan Component Ratings

Total Plan Cost Highest

Company Generosity Great

Design Components

Participation Rate Great

Salary Deferrals Poor

Account Balances Great

Performance Components

Retirement Plan Details

Address	1405 N. King St., Suite 403 Honolulu, HI 96817-4244
Industry	Plumbing, Heating, and Air-Conditioning Contractors
Administrator	Arthur Tolentino
Sponsor	Glenn Saito
Net Plan Assets	$93,000,000
Total Participants	650
Avg Account Balance	$140,000

Compare Other Companies in Peer Group

Mo-Kan Iron Workers	77.7
The Berlin Steel Construction Company	77.1
Board of Trustees of the NECA-IBEW...	75.7
Merrill Communications, LLC	68.2
Iron Workers District Council of...	50.7
Glass Contractors	35.1

Plan Service Providers

Investment Adviser	Morgan Stanley
Administration	Roger Nagata
Legal Counsel	Davis Wright Tremaine
Recordkeeper	Data House, Inc.
Auditor	Desmond M. Kotake, CPA