Overview

Plan Rating

BrightScope Rating
51
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (28)
Average in Peer Group (56)
Highest in Peer Group (90)

Plan Description

Kalihi-Palama Health Center 403(b) Tax-Sheltered Annuity Plan is a defined contribution plan. This plan has a BrightScope Rating of 51. Kalihi-Palama Health Center 403(b) Tax-Sheltered Annuity Plan currently has over 300 active participants and over $6.9M in plan assets.

Did you know?

For the average 401k participant, the 39 point difference between this plan's BrightScope Rating (51) and the top rated plan (90) could equate to:
20
Additional years of work
261,750
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 6/30/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 952 N King St
  • Location
    Honolulu , HI
  • 96817-4556
  • Industry
    All Other Outpatient Care Centers
  • Administrator
    Liane Sugimoto
  • Net Plan Assets
    $6,880,000
  • Total Participants
    390
  • Avg Account Balance
    $21,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Average
Salary Deferrals:
Below Avg.
Account Balance:
Below Avg.
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 19%
N/A
Columbia Diversified Bond 14%
N/A
RiverSource Moderately Aggressive Model 12%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Columbia Management
Insurance Carrier
AXA Equitable
Insurance Advisor/Broker
Thomas Mark
Insurance Advisor/Broker
Marvin Silva
Insurance Advisor/Broker
Brian Schwartz
Insurance Advisor/Broker
George Tokuo Murakami
Insurance Advisor/Broker
Valerie Schmidt
Insurance Advisor/Broker
Alan Kodama
Insurance Advisor/Broker
Justin Kuczynski
Insurance Advisor/Broker
Kevin Isoda
Insurance Advisor/Broker
Jennifer Du Yung
Insurance Advisor/Broker
Vaughn Victorino
Insurance Advisor/Broker
Ross Shimokawa
Insurance Advisor/Broker
Stacia Murray
Insurance Advisor/Broker
Jaysen Piche
Insurance Advisor/Broker
Alexander Meimer
Insurance Advisor/Broker
Toddi Nakagawa
Insurance Advisor/Broker
Neal Onaga
Insurance Advisor/Broker
Austin Collins
Insurance Advisor/Broker
Nancy Bovenizer
Insurance Advisor/Broker
Keith Hamilton
Insurance Advisor/Broker
David Pope
Insurance Advisor/Broker
Glen Motoki Nomura
Auditor
Cw Associates CPAS

Articles and Questions

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