Plan Ledger DOL Form 5500 · updated monthly

Trans-Oceanic Group, Inc401(k)

TOLIC GROUP RETIREMENT PLAN · SAN JUAN, PR · plan year 2022

Reported admin expense ratio · 2022
1.65%

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

Trans-Oceanic Group, Inc reported $39,393 in plan administrative expenses for 2022: 1.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,307 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in PR (241st of 323), and 4,644th of 4,798 in finance & insurance. In 2022, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,240,144
Participants with balances79
Active participants85
Employer contributions$111,064
Employee contributions$193,777
Employer contribution per active participant$1,307
Average account balance$28,356
Benefits paid to participants$117,503
Plan auditUnmodified (clean) audit opinion
AuditorKEVANE GRANT THORTON LLP
The Trans-Oceanic Group, Inc 401(k) match · 2022
Employer contribution per active participant$1,307
Median for plans this size$1,114

Trans-Oceanic Group, Inc's 2022 employer contribution ran above the $1,114 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$39,393 · 1.65%
Same employer
Similar plansFinance & Insurance · PR
Triple-S Salud PR$6.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660235829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.