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| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE8 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $247,623 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $245,334 |
CKW FINANCIAL GROUP10+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $221,464 |
PACIFIC INCOME ADVISORS10+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $168,337 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $113,391 |
NUVEEN8 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $110,493 |
FIRST HAWAIIAN BANK4 years Service code 19 · EIN 99-0034327 | Securities Custodian | $110,354 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $51,309 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 94-1503999 | Consulting | $35,641 |
TRUCKER HUSS8 years Service code 29 · EIN 94-3216063 | Legal | $26,565 |
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 | $112,317 | $105,028+6.9% | $107,187+4.8% | $100,573+11.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 10.21% | 10.61%-0.4pp | 204.55%-194.3pp | 18.89%-8.7pp |
| Employer contribution / active EE | $10,748 | $5,641+90.5% | $3,782+184.2% | $3,763+185.6% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $535 | $355+50.7% | $9,162-94.2% | $454+17.8% |