Plan Ledger DOL Form 5500 · updated monthly

Waianae District Comprehensive Health and Hospital Board Inc.Money purchase plan

WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN · WAIANAE, HI · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Waianae District Comprehensive Health and Hospital Board Inc. reported $94,063 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,429 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 rose from 0.22% to 0.31%. 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 the 80th-largest of 269 plans among Hawaii employers on file, and the 2,653rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$31,685,698
Participants with balances882
Active participants519
Employer contributions$1,779,771
Employee contributions$0
Employer contribution per active participant$3,429
Average account balance$35,925
Benefits paid to participants$1,754,512
Plan auditUnmodified (clean) audit opinion
AuditorACCUITY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 882 accts · $1.8M emplr
2023$28.2M · 861 accts · $1.6M emplr
2022$24.4M · 841 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,335
Investment management$76,728
Total administrative$94,063
Employer contributions to the Waianae District Comprehensive Health and Hospital Board Inc. plan · 2024
Employer contribution per active participant$3,429
Median for plans this size$2,416
2024$3,429 per active participant
2023$3,228 per active participant
2022$3,086 per active participant

Waianae District Comprehensive Health and Hospital Board Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
FINANCIAL ADVISORS INVESTMENTS · Investment management$53,647
EMPOWER ADVISORY GROUP · Investment management$22,980
CHARLES SCHWAB & COMPANY, INC. · Securities brokerage$100

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$94,063 · 0.31%
2023$82,229 · 0.31%
2022$56,587 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Hawaii
Catholic Charities Hawai'i HI$21.3M · 0.00%
Lili'Uokalani Trust HI$21.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990148164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.