Plan Ledger DOL Form 5500 · updated monthly

Community Clinic of Maui, Inc.403(b)

COMMUNITY CLINIC OF MAUI, INC. 403(B) TAX DEFERRED ANNUITY PLAN · WAILUKI, HI · plan year 2022

Reported admin expense ratio · 2022
0.60%

Community Clinic of Maui, Inc. reported $9,778 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (256th of 269), and 10,622nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,310,654
Participants with balances84
Active participants166
Employer contributions—
Employee contributions$313,897
Employer contribution per active participant—
Average account balance$15,603
Benefits paid to participants$562,631
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,778
Total administrative$9,778
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,778 · 0.60%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Premier Dental Group HI$923K · 0.45%
Nogara Corporation HI$463K · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990303304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.