Plan Ledger DOL Form 5500 · updated monthly

Pontificia Universidad Catolica de PrProfit-sharing plan

PLAN DE BENEFICIOS DE RETIRO PARA EMPLEADOS DE LA PONTIFICIA UNIVERSIDAD CATOLICA DE PR · PONCE, PR · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Pontificia Universidad Catolica de Pr reported $57,413 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $405 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 fell from 0.43% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 87th-largest of 323 plans among PR employers on file, and 1,773rd of 3,091 in educational services. In 2024, employees put in $4.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,828,731
Participants with balances546
Active participants457
Employer contributions$185,077
Employee contributions$790,267
Employer contribution per active participant$405
Average account balance$28,990
Benefits paid to participants$935,330
Plan auditUnmodified (clean) audit opinion
AuditorOJEDA CPA GROUP, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 546 accts · $185K emplr
2023$14.2M · 547 accts · $185K emplr
2022$12.1M · 547 accts · $182K emplr
Employer contributions to the Pontificia Universidad Catolica de Pr plan · 2024
Employer contribution per active participant$405
Median for plans this size$2,416
2024$405 per active participant
2023$404 per active participant
2022$387 per active participant

Pontificia Universidad Catolica de Pr'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 · 20241
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$57,413

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$57,413 · 0.38%
2023$47,276 · 0.36%
2022$49,075 · 0.43%
Same employer
Similar plansEducational Services · PR
Colegio Marista PR$7.1M · 0.10%
Robinson School, Inc. PR$7.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660191965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.