| Provider | Service type | Compensation |
|---|---|---|
PACIFIC INCOME ADVISORS2+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVENUE, SUITE 210 · SANTA MONICA, CA 90401 | Investment Management | $148,470 |
CKW FINANCIAL GROUP2+ years Service code 51 · EIN 27-1156797 1003 BISHOP STREET SUITE 1950 · HONOLULU, HI 96813 | Investment Mgmt Fees | $140,922 |
PAMCAH ADMIN OFFICE2+ years Filed as: PAMCAH UA-LOCAL 675 ADMINISTRATIVE Service code 14 · EIN 99-0110375 1109 BETHEL STREET ROOM 403 · HONOLULU, HI 96813 | Plan Administrator | $131,912 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $95,688 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 220 SOUTH KING STREET, 20TH FLOOR · HONOLULU, HI 96813 | Securities Custodian | $76,640 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $60,031 |
BANK OF HAWAII2+ years Service code 28 · EIN 99-0033900 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $51,596 |
Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 210 WARD AVE SUITE 336 · HONOLULU, HI 96814 | Accounting | $40,314 |
Filed as: HAWAIIAN ELECTRI CO, INC. Service code 99 | Other Fees | $24,489 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $22,380 |
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 | $80,203 | $221,442-63.8% | $92,240-13.1% | $77,958+2.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.36% | 15.65%-2.3pp | 176.29%-162.9pp | 20.87%-7.5pp |
| Employer contribution / active EE | $7,870 | $3,226+144.0% | $3,680+113.9% | $2,310+240.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $380 | $210+81.2% | $5,194-92.7% | $97+290.2% |