Plan Ledger DOL Form 5500 · updated monthly

Onward Golf Resort Guam, Inc.401(k)

ONWARD GOLF RESORT GUAM, INC. 401(K) PLAN · MANGILAO, GU · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Onward Golf Resort Guam, Inc. reported $18,964 in plan administrative expenses for 2023: 0.33% of average plan assets, below the peer median. Employer contributions averaged $400 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 22,307 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 17th-largest of 35 plans among GU employers on file, and the 841st of 2,240 in accommodation & food services. In 2023, employees put in $7.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,387,490
Participants with balances96
Active participants57
Employer contributions$22,783
Employee contributions$180,294
Employer contribution per active participant$400
Average account balance$56,120
Benefits paid to participants$1,945,236
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,207
Investment management$17,757
Total administrative$18,964
The Onward Golf Resort Guam, Inc. 401(k) match · 2023
Employer contribution per active participant$400
Median for plans this size$1,308

Onward Golf Resort Guam, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ASCENSUS LLC · Recordkeeping$1,207
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$17,757

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

Administrative cost history1
2023$18,964 · 0.33%
Similar plansAccommodation & Food Services · GU
Onward Beach Resort GU$6.1M · 0.36%
Tnn Guam Inc. GU$4.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980097350 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.