Plan Ledger DOL Form 5500 · updated monthly

University Health Alliance401(k)

UHA 401K PLAN · HONOLULU, HI · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

University Health Alliance reported $27,421 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,760 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 fell from 0.10% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 77th-largest of 269 plans among Hawaii employers on file, and the 2,292nd of 4,798 in finance & insurance. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,517,967
Participants with balances211
Active participants175
Employer contributions$1,182,986
Employee contributions$1,511,535
Employer contribution per active participant$6,760
Average account balance$154,114
Benefits paid to participants$3,395,003
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 211 accts · $1.2M emplr
2023$28.2M · 213 accts · $967K emplr
2022$23.0M · 203 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,365
Investment management$26,056
Total administrative$27,421
The University Health Alliance 401(k) match · 2024
Employer contribution per active participant$6,760
Median for plans this size$2,416
2024$6,760 per active participant
2023$5,557 per active participant
2022$6,741 per active participant

University Health Alliance's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
EMPOWER RETIREMENT ADVISORY SERVICE · Investment management$6,544
TRUOG-RYDING COMPANY, INC. · Contract administrator$6,175

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

Administrative cost history3
2024$27,421 · 0.09%
2023$29,455 · 0.12%
2022$25,839 · 0.10%
Same employer
Similar plansFinance & Insurance · Hawaii
Territorial Savings Bank HI$42.9M · 0.03%
Finance Factors, LTD. HI$37.8M · 0.16%
Aloha Care HI$33.2M · 0.00%
Hawaii National Bank HI$26.6M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990263440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.