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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 | $98,776+13.7% | $119,126-5.7% | $89,670+25.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 10.21% | 9.25%+1.0pp | 282.11%-271.9pp | 19.66%-9.5pp |
| Employer contribution / active EE | $10,748 | $5,802+85.3% | $4,034+166.5% | $4,041+166.0% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $535 | $230+132.0% | $10,693-95.0% | $352+52.0% |