Plan Ledger DOL Form 5500 · updated monthly

Pacific Healthcare Group LLC401(k)

PACIFIC HEALTHCARE GROUP LLC 401(K) RETIREMENT SAVINGS PLAN · PEARL CITY, HI · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Pacific Healthcare Group LLC reported $61,533 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $363 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 1 year on file its reported administrative ratio fell from 0.63% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Hawaii (152nd of 269), and the 5,084th of 11,911 in health care & social assistance. In 2024, employees put in $6.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,267,736
Participants with balances176
Active participants234
Employer contributions$85,045
Employee contributions$553,696
Employer contribution per active participant$363
Average account balance$69,703
Benefits paid to participants$1,757,307
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.3M · 176 accts · $85K emplr
2023$11.9M · 192 accts · $89K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,616
Investment management$29,917
Total administrative$61,533
The Pacific Healthcare Group LLC 401(k) match · 2024
Employer contribution per active participant$363
Median for plans this size$2,416
2024$363 per active participant
2023$358 per active participant

Pacific Healthcare Group LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SUEMORI & INOUYE, INC. · Recordkeeping · Loan processing$24,491
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$7,472
UBS FINANCIAL SERVICES, INC · Investment advisory (plan)$29,917

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

Recordkeeper by year2
2024SUEMORI & INOUYE, INC., Transamerica
2023SUEMORI & INOUYE, INC., Transamerica

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Administrative cost history2
2024$61,533 · 0.51%
2023$71,186 · 0.63%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Kalihi-Palama Health Center HI$12.9M · 0.29%
Waikiki Health HI$12.8M · 0.02%
Child and Family Service HI$11.3M · 0.32%
PC Care Corp HI$10.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 884181241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.