Plan Ledger DOL Form 5500 · updated monthly

Hawai'i Pacific Health403(b)

HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Hawai'i Pacific Health reported $1,678,762 in plan administrative expenses for 2024: 0.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,434 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 3 years on file its reported administrative ratio has held roughly steady near 0.117%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2nd-largest of 269 plans among Hawaii employers on file, and the 117th of 11,911 in health care & social assistance. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,528,625,353
Participants with balances10,093
Active participants7,654
Employer contributions$26,284,667
Employee contributions$61,902,797
Employer contribution per active participant$3,434
Average account balance$151,454
Benefits paid to participants$78,613,242
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5B · 10,093 accts · $26.3M emplr
2023$1.3B · 10,648 accts · $25.0M emplr
2022$1.1B · 10,191 accts · $23.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,048,174
Investment management$234,972
Trustee / custodial$395,616
Total administrative$1,678,762
Employer contributions to the Hawai'i Pacific Health plan · 2024
Employer contribution per active participant$3,434
Median for plans this size$5,259
2024$3,434 per active participant
2023$3,389 per active participant
2022$3,318 per active participant

Hawai'i Pacific Health's 2024 employer contribution ran below the $5,259 median for plans its size. 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 · 20249
MILLIMAN, INC. · Recordkeeping · Pension consulting$1,048,175
MOSAIC PACIFICINVESTMENT ADVISOR · Investment advisory (participants) · Securities brokerage$353,521
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (plan)$234,922
BRINKER CAPITAL INVESTMENTS LLC · Investment advisory (participants) · Securities brokerage$12,299
LEE FINANCIAL GROUPHAWAII INC · Investment advisory (participants) · Securities brokerage$12,002
THE RETIREMENTPLANNING GROUP · Investment advisory (participants) · Securities brokerage$8,825
LITMAN GREGORY WEALTH MGMT · Investment advisory (participants) · Securities brokerage$8,310
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Securities brokerage$5,210
CHARLES SCHWAB TRUST BANK · Custodial · Trustee (directed)$86

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,678,762 · 0.12%
2023$1,494,214 · 0.12%
2022$1,418,343 · 0.12%
All plans at this employer2
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN403(b)
HAWAI'I PACIFIC HEALTH 401(K) PLAN401(k)
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Atrius Mso, LLC MN$1.6B · 0.02%
Essilorluxottica USA Inc NY$1.5B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990246363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.