Plan Ledger DOL Form 5500 · updated monthly

Arcadia Retirement Residence403(b)

ARCADIA RETIREMENT RESIDENCE 403(B) PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Arcadia Retirement Residence reported $16,204 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,224 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 55th-largest of 269 plans among Hawaii employers on file, and the 1,800th of 11,911 in health care & social assistance. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$52,387,503
Participants with balances768
Active participants600
Employer contributions$2,534,281
Employee contributions$2,500,755
Employer contribution per active participant$4,224
Average account balance$68,213
Benefits paid to participants$4,641,235
Plan auditDisclaimer of opinion
AuditorCW ASSOCIATES, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$52.4M · 768 accts · $2.5M emplr
2023$45.4M · 761 accts · $2.2M emplr
2022$38.5M · 742 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,204
Total administrative$16,204
Employer contributions to the Arcadia Retirement Residence plan · 2024
Employer contribution per active participant$4,224
Median for plans this size$2,416
2024$4,224 per active participant
2023$3,735 per active participant
2022$3,708 per active participant

Arcadia Retirement Residence's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$25,768
RELIASTAR LIFE INSURANCE COMPANYindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,204 · 0.03%
2023$14,831 · 0.04%
2022$2,661 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Kuakini Health System HI$163.4M · 0.10%
Catholic Charities Hawai'i HI$21.3M · 0.00%
Lili'Uokalani Trust HI$21.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990256226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.