| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE5 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $227,531 |
CKW FINANCIAL GROUP7+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $214,639 |
CONGRESS ASSET MANAGEMENT7+ years Service code 28 · EIN 04-2848965 | Investment Management | $195,335 |
PACIFIC INCOME ADVISORS7+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $112,591 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $99,496 |
NUVEEN5 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $79,853 |
FIRST HAWAIIAN BANK1 year Service code 19 · EIN 99-0034327 | Securities Custodian | $60,886 |
HEIDE & COOK, LLC2 years Service code 49 · EIN 45-4232724 | Other Services | $46,994 |
Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 | Accounting | $45,288 |
THE SEGAL COMPANY7+ years Service code 16 · EIN 94-1503999 | Consulting | $43,625 |
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 | $88,046 | $76,774+14.7% | $112,270-21.6% | $77,906+13.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.63% | -10.25%+1.6pp | 27.49%-36.1pp | 12.16%-20.8pp |
| Employer contribution / active EE | $8,989 | $3,977+126.0% | $3,635+147.3% | $2,846+215.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $397 | $239+66.0% | $6,411-93.8% | $133+199.2% |