Plan Ledger DOL Form 5500 · updated monthly

Hewlett Packard Enterprise II BV LLCProfit-sharing plan

HEWLETT PACKARD ENTERPRISE PUERTO RICO TAX SAVING CAPITAL ACCUMULATION PLAN · AGUADILLA, PR · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Hewlett Packard Enterprise II BV LLC reported $8,890 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,599 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 10th-largest of 323 plans among PR employers on file, and the 1,369th of 13,661 in manufacturing. In 2022, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$157,996,201
Participants with balances1,202
Active participants751
Employer contributions$1,951,991
Employee contributions$4,507,128
Employer contribution per active participant$2,599
Average account balance$131,444
Benefits paid to participants$8,861,448
Plan auditUnmodified (clean) audit opinion
AuditorALBERTO R LAZARO PSC
Administrative expenses, itemized · 2022
Professional / advisory$8,890
Total administrative$8,890
Employer contributions to the Hewlett Packard Enterprise II BV LLC plan · 2022
Employer contribution per active participant$2,599
Median for plans this size$3,449

Hewlett Packard Enterprise II BV LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,890 · 0.01%
Similar plansManufacturing · PR
Lilly Del Caribe, Inc. PR$519.2M · 0.05%
Pbg Puerto Rico LLC PR$395.7M · 0.03%
Rtx Corporation PR$126.6M
Guidant Puerto Rico, B.V. PR$113.3M · 0.12%
Becton Dickinson Caribe LTD PR$107.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 981684330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.