Plan Ledger DOL Form 5500 · updated monthly

Wahiawa Hospital Association403(b)

WAHIAWA GENERAL HOSPITAL RETIREMENT SAVINGS PLAN · WAHIAWA, HI · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Wahiawa Hospital Association reported $93,982 in plan administrative expenses for 2022: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 8 years on file its reported administrative ratio rose from 0.34% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 122nd-largest of 269 plans among Hawaii employers on file, and the 4,273rd of 11,911 in health care & social assistance. active participation has shrunk from 577 to 320 since 2014.

Plan summary
Net assets, end of year$16,174,504
Participants with balances639
Active participants320
Employer contributions$0
Employee contributions$547,303
Employer contribution per active participant$0
Average account balance$25,312
Benefits paid to participants$1,695,014
Plan auditUnmodified (clean) audit opinion
AuditorKMH LLP
Plan history7
Yearassets · accounts · employer contribution
2022$16.2M · 639 accts
2019$15.3M · 669 accts
2018$15.3M · 707 accts · $305K emplr
2017$14.6M · 699 accts · $690K emplr
2016$13.1M · 530 accts · $235K emplr
2015$12.0M · 540 accts
2014$12.2M · 565 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$93,982
Total administrative$93,982
Employer contributions to the Wahiawa Hospital Association plan · 2022
Employer contribution per active participant$0
Median for plans this size$2,266
2018$701 per active participant
2017$1,437 per active participant
2016$452 per active participant

Wahiawa Hospital Association's 2022 employer contribution ran below the $2,266 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 history7
2022$93,982 · 0.59%
2019$52,335 · 0.34%
2018$50,317 · 0.34%
2017$48,514 · 0.35%
2016$44,146 · 0.35%
2015$41,184 · 0.34%
2014$42,537 · 0.34%
Similar plansHealth Care & Social Assistance · Hawaii
Hale Makua Health Services HI$16.9M · 0.71%
Hawaii Dental Group, Inc. HI$15.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990269825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.