Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE8 years Service code 14 · EIN 99-0110375 | Plan Administrator | $523,054 |
CKW FINANCIAL GROUP10+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $357,628 |
TRUCKER HUSS7 years Service code 29 · EIN 94-3216063 | Legal | $348,264 |
NUVEEN10+ years Filed as: NWQ Service code 28 · EIN 47-0875103 | Investment Management | $228,859 |
PACIFIC INCOME ADVISORS9 years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $222,754 |
FIRST HAWAIIAN BANK4 years Service code 19 · EIN 99-0034327 | Securities Custodian | $201,262 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $200,249 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $170,007 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $151,105 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $76,440 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.18% | 10.13%+1.1pp | 9.03%+2.2pp | 8.87%+2.3pp |
| Employer contribution / active EE | $12,355 | $15,383-19.7% | $26,284-53.0% | $15,740-21.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |