| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT9+ years Service code 28 · EIN 04-2848965 | Investment Management | $242,238 |
PAMCAH ADMIN OFFICE7 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $236,474 |
CKW FINANCIAL GROUP9+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $187,987 |
PACIFIC INCOME ADVISORS9+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $131,559 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $101,762 |
FIRST HAWAIIAN BANK3 years Service code 19 · EIN 99-0034327 | Securities Custodian | $99,008 |
NUVEEN7 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $62,969 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 | Accounting | $48,168 |
TRUCKER HUSS7 years Service code 29 · EIN 94-3216063 | Legal | $41,130 |
THE SEGAL COMPANY9+ years Service code 16 · EIN 94-1503999 | Consulting | $29,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,364 | $241,850-56.0% | $102,437+3.8% | $200,096-46.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.67% | 17.67%-3.0pp | 24.95%-10.3pp | 34.26%-19.6pp |
| Employer contribution / active EE | $10,119 | $4,253+137.9% | $3,871+161.4% | $3,038+233.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $411 | $288+42.8% | $8,388-95.1% | $269+52.8% |