Retirement plan

SAP PUERTO RICO GMBH LLC SAVINGS AND RETIREMENT PLAN

Name: SAP PUERTO RICO GMBH LLC - SAP PUERTO RICO GMBH LLC SAVINGS AND RETIREMENT PLAN (2019) Form 5500
Creator: SAP PUERTO RICO GMBH LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAP PUERTO RICO GMBH LLC SAVINGS AND RETIREMENT PLAN, SAP PUERTO RICO GMBH LLC

SAP PUERTO RICO GMBH LLCEIN 66-0735300Plan #001PY 2019

CITY VIEW PLAZA, SUITE 301, PR ROAD 165 #48 - GUAYNABO, PR 00966525-512-5076

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.8M

+3.5% from 2018

Total participants

-12.1% from 2018

Average account balance

$96,335

+14.2% from 2018

Annual return

15.45%

+16.26 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19308

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$509K

$63615 / participant

Other / not subdivided$509K100.0%

% of EOY assets

18.217%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$96,335

$107,941-10.8%

$91,994+4.7%

$152,897-37.0%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.5%+17.5pp

Annual return

15.45%

89.28%-73.8pp

69.04%-53.6pp

345.43%-330.0pp

Employer contribution / active EE

$4,292

$4,212+1.9%

$3,453+24.3%

$4,764-9.9%

Participant deferral / active EE

$11,950

$6,366+87.7%

$5,924+101.7%

$5,851+104.2%

Admin fee / account holder

$17,549

$10,521+66.8%

$7,744+126.6%

$11,599+51.3%

SAP PUERTO RICO GMBH LLC SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAP PUERTO RICO GMBH LLC SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion