See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CONGRESS ASSET MANAGEMENT8+ years Service code 28 · EIN 04-2848965 | Investment Management | $268,061 |
PAMCAH ADMIN OFFICE6 years Filed as: PAMCAH ADMINISTRATIVE OFFICE Service code 14 · EIN 99-0110375 | Plan Administrator | $206,410 |
CKW FINANCIAL GROUP8+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $174,520 |
PACIFIC INCOME ADVISORS8+ years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $107,624 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $93,493 |
FIRST HAWAIIAN BANK2 years Service code 19 · EIN 99-0034327 | Securities Custodian | $84,804 |
NUVEEN6 years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 04-3161875 | Investment Management | $76,643 |
LEMKE, CHINEN & TANAKA, CPA, INC.8+ years Filed as: LEMKE CHINEN & TANAKA CPA INC. Service code 10 · EIN 99-0155373 | Accounting | $48,168 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 94-1503999 | Consulting | $42,240 |
TRUCKER HUSS6 years Service code 29 · EIN 94-3216063 | Legal | $39,473 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,102 | $88,480+7.5% | $96,683-1.6% | $80,160+18.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 10.82% | 22.53%-11.7pp | 35.69%-24.9pp | 40.38%-29.6pp |
| Employer contribution / active EE | $9,816 | $4,176+135.0% | $3,737+162.7% | $2,978+229.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $383 | $212+80.7% | $6,730-94.3% | $145+164.0% |