| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE1+ years Filed as: PAMCAH UA-LOCAL 675 ADMINISTRATIVE Service code 14 · EIN 99-0110375 1109 BETHEL STREET ROOM 403 · HONOLULU, HI 96813 | Plan Administrator | $119,779 |
CKW FINANCIAL GROUP1+ years Service code 51 · EIN 27-1156797 1003 BISHOP STREET SUITE 1950 · HONOLULU, HI 96813 | Investment Mgmt Fees | $115,875 |
PACIFIC INCOME ADVISORS1+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVENUE, SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $99,421 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $87,940 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 220 SOUTH KING STREET, 20TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $75,966 |
BANK OF HAWAII1+ years Service code 28 · EIN 99-0033900 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $61,540 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $54,190 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY, Service code 28 · EIN 04-3161875 2049 CENTURY PARK EAST, 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $47,032 |
Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 210 WARD AVE SUITE 336 · HONOLULU, HI 96814 | Accounting | $40,314 |
EAGLE GLOBAL1+ years Filed as: EAGLE GLOBAL ADVISORS Service code 28 · EIN 76-0518446 5847 SAN FELIPE, SUITE 930 · HOUSTON, TX 77057 | Investment Management | $32,091 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 1.84% | 611.38%-609.5pp | 22.78%-20.9pp | 48.65%-46.8pp |
| Employer contribution / active EE | $7,876 | $2,943+167.6% | $3,574+120.3% | $2,182+261.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |