| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE1+ years Filed as: PAMCAH ADMIN. OFFICE Service code 14 · EIN 99-0110375 1109 BETHEL STREET ROOM 403 · HONOLULU, HI 96813 | Plan Administrator | $387,577 |
CKW FINANCIAL GROUP1+ years Service code 51 · EIN 27-1156797 1003 BISHOP STREET SUITE 1950 · HONOLULU, HI 96813 | Investment Mgmt Fees | $284,732 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 555 CALIFORNIA STREET 40TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $258,891 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 P.O. BOX 1400 · HONOLULU, HI 96807 | Securities Custodian | $182,432 |
NUVEEN1+ years Filed as: NWQ Service code 28 · EIN 04-3161875 2049 CENTURY PARK EAST, 16TH FLOOR · LOS ANGELES, CA 90067 | Investment Management | $157,777 |
CADINHA & CO., LLC1+ years Filed as: CADINHA & CO. Service code 28 · EIN 36-4374060 900 FORT STREET MALL, SUITE 1240 · HONOLULU, HI 96813 | Investment Management | $88,404 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 94104 | Actuarial | $87,850 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 2 SEAPORT LANE · BOSTON, MA 02210 | Investment Management | $85,006 |
EAGLE GLOBAL1+ years Filed as: EAGLE GLOBAL ADVISORS Service code 28 · EIN 76-0518446 5847 SAN FELIPE, SUITE 930 · HOUSTON, TX 77057 | Investment Management | $83,078 |
BANK OF HAWAII1+ years Service code 28 · EIN 99-0040710 P.O. BOX 3170 · HONOLULU, HI 96802 | Investment Management | $76,963 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 0.33% | 3.63%-3.3pp | 4.16%-3.8pp | 9.19%-8.9pp |
| Employer contribution / active EE | $5,255 | $11,363-53.8% | $29,966-82.5% | $12,608-58.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |