Retirement plan

ASOCIACION DE HOSPITALES DE PUERTO RICO INC

Name: ASOCIACION DE HOSPITALES DE PUERTO RICO INC - ASOCIACION DE HOSPITALES DE PUERTO RICO INC (2021) Form 5500
Creator: ASOCIACION DE HOSPITALES DE PUERTO RICO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASOCIACION DE HOSPITALES DE PUERTO RICO INC, ASOCIACION DE HOSPITALES DE PUERTO RICO INC

ASOCIACION DE HOSPITALES DE PUERTO RICO INCEIN 66-0274483Plan #001PY 2021

VILLA NEVAREZ, 120 CALLE 2 STE 101 - SAN JUAN, PR 00927787-764-0290

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$221K

+153.8% from 2020

Total participants

0.0% from 2020

Average account balance

$73,785

+153.8% from 2020

Annual return

16.83%

+16.83 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$309K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.22%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3C

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,785

$176,105-58.1%

$159,474-53.7%

$167,536-56.0%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

16.83%

331.91%-315.1pp

263.68%-246.9pp

478.82%-462.0pp

Employer contribution / active EE

$28,162

$5,299+431.5%

$4,831+483.0%

$4,839+482.0%

Participant deferral / active EE

$11,663

$7,751+50.5%

$7,353+58.6%

$6,342+83.9%

Admin fee / account holder

$12,559-100.0%

$10,802-100.0%

$12,315-100.0%

ASOCIACION DE HOSPITALES DE PUERTO RICO INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ASOCIACION DE HOSPITALES DE PUERTO RICO INC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion