| Provider | Service type | Compensation |
|---|---|---|
PAMCAH ADMIN OFFICE7 years Service code 14 · EIN 99-0110375 | Plan Administrator | $480,430 |
CKW FINANCIAL GROUP9+ years Service code 51 · EIN 27-1156797 | Investment Mgmt Fees | $312,675 |
TRUCKER HUSS6 years Service code 29 · EIN 94-3216063 | Legal | $252,310 |
PACIFIC INCOME ADVISORS8 years Service code 51 · EIN 95-4067974 | Investment Mgmt Fees | $195,721 |
CONGRESS ASSET MANAGEMENT9+ years Service code 28 · EIN 04-2848965 | Investment Management | $189,595 |
FIRST HAWAIIAN BANK3 years Service code 19 · EIN 99-0034327 | Securities Custodian | $182,339 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $181,138 |
THE SEGAL COMPANY9+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $157,450 |
NUVEEN9+ years Filed as: NWQ Service code 28 · EIN 47-0875103 | Investment Management | $120,881 |
SINGERLEWAK LLP1 year Service code 10 · EIN 95-2302617 | 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.84% | 10.33%+4.5pp | 8.10%+6.7pp | 9.30%+5.5pp |
| Employer contribution / active EE | $11,282 | $14,972-24.6% | $28,649-60.6% | $12,551-10.1% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |