Retirement plan

HALE MAHAOLU RETIREMENT PLAN

Name: HALE MAHAOLU - HALE MAHAOLU RETIREMENT PLAN (2020) Form 5500
Creator: HALE MAHAOLU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HALE MAHAOLU RETIREMENT PLAN, HALE MAHAOLU

HALE MAHAOLUEIN 99-0143109Plan #002PY 2020

200 HINA AVE - KAHULUI, HI 967321821808-872-4100halemohalu.comLinkedIn1-10 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6M

-5.2% from 2019

Total participants

+12.0% from 2019

Average account balance

$67,854

-14.8% from 2019

Annual return

10.16%

-5.43 pp from 2019

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$77K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$556K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.97%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11336

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2H2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.6M

$18983 / participant

Other / not subdivided$2M100.0%

% of EOY assets

25.775%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,854

$91,179-25.6%

$178,499-62.0%

$79,852-15.0%

Participation rate

95.1%

69.2%+25.9pp

81.9%+13.2pp

69.6%+25.5pp

Annual return

10.16%

24.19%-14.0pp

151.10%-140.9pp

31.72%-21.6pp

Employer contribution / active EE

$4,053

$3,256+24.5%

$5,011-19.1%

$2,471+64.0%

Participant deferral / active EE

$2,833

$3,236-12.5%

$5,202-45.6%

$3,740-24.3%

Admin fee / account holder

$17,490

$6,749+159.2%

$13,986+25.0%

$5,306+229.6%

HALE MAHAOLU RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HALE MAHAOLU RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion