Retirement plan

ALA WAI SERVICE, INC. 401(K) RETIREMENT SAVINGS PLAN (002)

Name: ALA WAI SERVICE, INC. - ALA WAI SERVICE, INC. 401(K) RETIREMENT SAVINGS PLAN (002) (2023) Form 5500
Creator: ALA WAI SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALA WAI SERVICE, INC. 401(K) RETIREMENT SAVINGS PLAN (002), ALA WAI SERVICE, INC.

ALA WAI SERVICE, INC.EIN 99-0188576Plan #002PY 2023

P.O. BOX 240607 - HONOLULU, HI 968240607808-737-7986

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$716K

+11.2% from 2022

Total participants

+21.4% from 2022

Average account balance

$42,126

-8.4% from 2022

Annual return

1.22%

+0.72 pp from 2022

Benchmarks

See 22,163 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,163 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$840K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2472

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 codes2E2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$161 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.269%

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

$42,126

$102,663-59.0%

$86,216-51.1%

$139,466-69.8%

Participation rate

100.0%

74.5%+25.5pp

69.0%+31.0pp

80.3%+19.7pp

Annual return

1.22%

1924.52%-1923.3pp

1169.42%-1168.2pp

373.66%-372.4pp

Employer contribution / active EE

$629

$3,035-79.3%

$2,382-73.6%

$4,754-86.8%

Participant deferral / active EE

$4,776

$4,677+2.1%

$3,986+19.8%

$6,712-28.9%

Admin fee / account holder

$113

$8,663-98.7%

$6,853-98.3%

$11,409-99.0%

ALA WAI SERVICE, INC. 401(K) RETIREMENT SAVINGS PLAN (002)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALA WAI SERVICE, INC. 401(K) RETIREMENT SAVINGS PLAN (002)

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