| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE6 years Service code 14 · EIN 99-0110375 | Plan Administrator | $446,970 |
CKW FINANCIAL GROUP8+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $301,737 |
CONGRESS ASSET MANAGEMENT8+ years Service code 28 · EIN 04-2848965 | Investment Management | $227,968 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $214,545 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $173,847 |
PACIFIC INCOME ADVISORS7 years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $173,059 |
TRUCKER HUSS5 years Service code 29 · EIN 94-3216063 | Legal | $168,029 |
FIRST HAWAIIAN BANK2 years Service code 19 · EIN 99-0034327 | Securities Custodian | $167,196 |
NUVEEN8+ years Filed as: NWQ Service code 28 · EIN 47-0875103 | Investment Management | $152,925 |
Filed as: LEMKE CHINEN & TANAKA CPA INC Service code 10 · EIN 99-0155373 | Accounting | $74,346 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.77% | 7.95%+2.8pp | 20.18%-9.4pp | 9.11%+1.7pp |
| Employer contribution / active EE | $10,582 | $14,684-27.9% | $29,108-63.6% | $12,231-13.5% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |