Plan Ledger DOL Form 5500 · updated monthly

San Juan Capestrano Hospital, IncProfit-sharing plan

SAN JUAN CAPESTRANO 401K PLAN JUAN CAPESTRANO 401K PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

San Juan Capestrano Hospital, Inc reported $26,209 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $574 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 0.05% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in PR (224th of 323), and 9,351st of 11,911 in health care & social assistance. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,876,429
Participants with balances411
Active participants250
Employer contributions$143,451
Employee contributions$336,528
Employer contribution per active participant$574
Average account balance$6,999
Benefits paid to participants$214,876
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 411 accts · $143K emplr
2023$2.4M · 356 accts · $153K emplr
2022$1.8M · 355 accts · $135K emplr
Employer contributions to the San Juan Capestrano Hospital, Inc plan · 2024
Employer contribution per active participant$574
Median for plans this size$1,313
2024$574 per active participant
2023$630 per active participant
2022$572 per active participant

San Juan Capestrano Hospital, Inc's 2024 employer contribution ran below the $1,313 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$26,208

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$26,209 · 1.00%
2023$1,000 · 0.05%
2022$1,000 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · PR

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Source: U.S. Department of Labor, Form 5500 series, EIN 660771568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.