Retirement plan

DISCOVER PUERTO RICO RETIREMENT PLAN

Name: CORP PARA LA PROMOCION DE PR COMO DESTINO - DISCOVER PUERTO RICO RETIREMENT PLAN (2025) Form 5500
Creator: CORP PARA LA PROMOCION DE PR COMO DESTINO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DISCOVER PUERTO RICO RETIREMENT PLAN, CORP PARA LA PROMOCION DE PR COMO DESTINO

CORP PARA LA PROMOCION DE PR COMO DESTINOEIN 66-0888522Plan #002PY 2025

OCHOA BUILDING, 500 CALLE TANCA SUITE 402B - SAN JUAN, PR 009011969787-925-7277

Other plans on this EIN

1 filing

#001Retirement-$2.1M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+32.7% from 2024

Total participants

-37.5% from 2024

Average account balance

$104,071

+32.7% from 2024

Annual return

13.47%

+1.77 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+13.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4110

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

$41K

$5138 / participant

Other / not subdivided$41K100.0%

% of EOY assets

3.949%

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

$104,071

$196,972-47.2%

$182,262-42.9%

$198,609-47.6%

Participation rate

100.0%

85.7%+14.3pp

84.2%+15.8pp

82.4%+17.6pp

Annual return

13.47%

158.27%-144.8pp

140.60%-127.1pp

202.70%-189.2pp

Employer contribution / active EE

$6,578

$5,364+22.6%

$5,046+30.4%

$5,055+30.1%

Participant deferral / active EE

$16,851

$8,643+95.0%

$8,276+103.6%

$6,977+141.5%

Admin fee / account holder

$4,110

$18,429-77.7%

$16,712-75.4%

$19,030-78.4%

DISCOVER PUERTO RICO RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DISCOVER PUERTO RICO 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