Plan Ledger DOL Form 5500 · updated monthly

Hospital Espanol Auxilio Mutuo de Puerto Rico Inc401(k)

SOCIEDAD ESPANOLA DE AUXILIO MUTUO Y BENEFICIENCIA DE PUERTO RICO RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Hospital Espanol Auxilio Mutuo de Puerto Rico Inc reported $226,650 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $498 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 0.57% to 0.61%. 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 40th-largest of 323 plans among PR employers on file, and the 2,260th of 11,911 in health care & social assistance. In 2024, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,438,758
Participants with balances1,894
Active participants1,894
Employer contributions$942,275
Employee contributions$2,133,070
Employer contribution per active participant$498
Average account balance$20,823
Benefits paid to participants$2,270,739
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 1,894 accts · $942K emplr
2023$35.1M · 1,742 accts · $868K emplr
2022$30.3M · 1,788 accts · $832K emplr
The Hospital Espanol Auxilio Mutuo de Puerto Rico Inc 401(k) match · 2024
Employer contribution per active participant$498
Median for plans this size$2,416
2024$498 per active participant
2023$498 per active participant
2022$465 per active participant

Hospital Espanol Auxilio Mutuo de Puerto Rico Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
PENSION ADMINISTRATORS GROUP, INC. · Contract administrator$71,548
EMPOWER ADVISORY GROUP, LLC · Investment management$1,897
OSAIC WEALTH INCindirect comp

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$226,650 · 0.61%
2023$178,988 · 0.55%
2022$199,715 · 0.57%
Similar plansHealth Care & Social Assistance · PR
Grupo Hima San Pablo, Inc PR$40.3M · 0.42%
Twin Cities Spine Center MN$39.5M · 0.09%
Welbehealth LLC CA$39.5M · 0.62%
H.M. Providers, Inc. CA$39.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660486907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.