Plan Ledger DOL Form 5500 · updated monthly

Universidad Politecnica de Puerto RicoProfit-sharing plan

UNIVERSIDAD POLITECNICA RETIREMENT PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Universidad Politecnica de Puerto Rico reported $129,515 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $873 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 3 years on file its reported administrative ratio has held roughly steady near 0.703%. 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 72nd-largest of 323 plans among PR employers on file, and 1,616th of 3,091 in educational services. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,298,664
Participants with balances317
Active participants344
Employer contributions$300,174
Employee contributions$950,001
Employer contribution per active participant$873
Average account balance$60,879
Benefits paid to participants$659,512
Plan auditUnmodified (clean) audit opinion
AuditorCROWE PR PSC
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 317 accts · $300K emplr
2023$17.5M · 323 accts · $289K emplr
2022$15.1M · 323 accts · $271K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,717
Investment management$54,763
Trustee / custodial$27,382
Total administrative$129,515
Employer contributions to the Universidad Politecnica de Puerto Rico plan · 2024
Employer contribution per active participant$873
Median for plans this size$2,416
2024$873 per active participant
2023$838 per active participant
2022$728 per active participant

Universidad Politecnica de Puerto Rico'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 · 20243
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Loan processing$43,717
CONSULTIVA INTERNATIONAL · Investment management$54,763
BPAS TRUST COMP OF PUERTO RICO · Custodial (securities) · Trustee$27,382

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES

This plan has changed recordkeepers within these filings. If you left Universidad Politecnica de Puerto Rico before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$129,515 · 0.70%
2023$112,330 · 0.69%
2022$100,641 · 0.70%
Similar plansEducational Services · PR
Sheridan School, Inc. DC$19.5M · 0.00%
Sonoma Academy CA$19.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660362666 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.