Plan Ledger DOL Form 5500 · updated monthly

Hawaii Pacific University403(b)

HAWAII PACIFIC UNIVERSITY 403(B) RETIREMENT PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Hawaii Pacific University reported $264,989 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,771 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 0.22% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 39th-largest of 269 plans among Hawaii employers on file, and the 609th of 3,091 in educational services. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has shrunk from 1,027 to 507 since 2022.

Plan summary
Net assets, end of year$86,176,603
Participants with balances939
Active participants507
Employer contributions$1,912,122
Employee contributions$2,314,674
Employer contribution per active participant$3,771
Average account balance$91,775
Benefits paid to participants$4,499,993
Plan auditDisclaimer of opinion
AuditorKMH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$86.2M · 939 accts · $1.9M emplr
2023$77.1M · 887 accts · $1.7M emplr
2022$66.8M · 823 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$762
Total administrative$264,989
Employer contributions to the Hawaii Pacific University plan · 2024
Employer contribution per active participant$3,771
Median for plans this size$3,635
2024$3,771 per active participant
2023$3,572 per active participant
2022$1,599 per active participant

Hawaii Pacific University's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA · Contract administrator · Recordkeeping$169,257
SAGEVIEW ADVISORY GROUP, LLP · Accounting / audit$69,024
KMH, LLP · Accounting / audit$22,408

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$264,989 · 0.32%
2023$213,506 · 0.30%
2022$128,377 · 0.22%
All plans at this employer2
HAWAII PACIFIC UNIVERSITY 403(B) RETIREMENT PLAN403(b)
RETIREMENT PLAN FOR THE FACULTY AND EMPLOYEES OF HAWAII PACIFIC UNIVERSITYProfit-sharing plan
Same employer
Similar plansEducational Services · Hawaii
Punahou School HI$326.2M · 0.08%
Iolani School HI$202.7M · 0.01%
Mid-Pacific Institute HI$88.2M · 0.08%
Hawaii Preparatory Academy HI$42.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990113930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.