| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE5 years Service code 14 · EIN 99-0110375 | Plan Administrator | $456,836 |
CKW FINANCIAL GROUP7+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $376,969 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $182,974 |
PACIFIC INCOME ADVISORS6 years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $179,437 |
CONGRESS ASSET MANAGEMENT7+ years Service code 28 · EIN 04-2848965 | Investment Management | $174,011 |
NUVEEN7+ years Filed as: NWQ Service code 28 · EIN 47-0875103 | Investment Management | $165,738 |
THE SEGAL COMPANY7+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $161,858 |
HEIDE & COOK, LLC2 years Service code 49 · EIN 45-4232724 | Other Services | $155,081 |
TRUCKER HUSS4 years Service code 29 · EIN 94-3216063 | Legal | $128,785 |
FIRST HAWAIIAN BANK1 year Service code 19 · EIN 99-0034327 | Securities Custodian | $120,037 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.32% | -7.95%-0.4pp | -5.85%-2.5pp | 23.41%-31.7pp |
| Employer contribution / active EE | $10,039 | $13,972-28.1% | $31,839-68.5% | $12,650-20.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |