Plan Ledger DOL Form 5500 · updated monthly

Onward Beach Resort401(k)

ONWARD RESORT & GOLF 401(K) PLAN · TAMUNING, GU · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Onward Beach Resort reported $24,415 in plan administrative expenses for 2022: 0.36% of average plan assets, below the peer median. Employer contributions averaged $310 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 16th-largest of 35 plans among GU employers on file, and the 786th of 2,240 in accommodation & food services. In 2022, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,131,939
Participants with balances106
Active participants226
Employer contributions$70,116
Employee contributions$183,682
Employer contribution per active participant$310
Average account balance$57,848
Benefits paid to participants$401,678
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,540
Investment management$19,875
Total administrative$24,415
The Onward Beach Resort 401(k) match · 2022
Employer contribution per active participant$310
Median for plans this size$1,114

Onward Beach Resort's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,415 · 0.36%
Similar plansAccommodation & Food Services · GU
Ybarra Investments, Inc. TX$6.3M · 1.41%
Mastoran Corporation MA$6.2M · 0.14%
Princeton Holdings, LLC CO$6.1M · 0.03%
Campgroup, LLC NY$6.1M · 0.08%
Equator Coffees, LLC CA$6.1M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660476091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.