Plan Ledger DOL Form 5500 · updated monthly

Aig Insurance Company-Puerto Rico401(k)

AIG INSURANCE COMPANY-PUERTO RICO CAPITAL GROWTH PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Aig Insurance Company-Puerto Rico reported $12,413 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,104 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 0.077%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 82nd-largest of 323 plans among PR employers on file, and 3,335th of 4,798 in finance & insurance. In 2024, the employer put in $1.26 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,699,044
Participants with balances150
Active participants86
Employer contributions$438,968
Employee contributions$347,728
Employer contribution per active participant$5,104
Average account balance$111,327
Benefits paid to participants$1,944,202
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 150 accts · $439K emplr
2023$15.6M · 157 accts · $456K emplr
2022$13.1M · 159 accts · $461K emplr
Administrative expenses, itemized · 2024
Investment management$12,287
Trustee / custodial$18
Total administrative$12,413
The Aig Insurance Company-Puerto Rico 401(k) match · 2024
Employer contribution per active participant$5,104
Median for plans this size$2,416
2024$5,104 per active participant
2023$5,423 per active participant
2022$5,361 per active participant

Aig Insurance Company-Puerto Rico's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
ALIGHT FINANCIAL ADVISORS, LLC · Investment advisory (participants)$12,287

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

Administrative cost history3
2024$12,413 · 0.08%
2023$10,346 · 0.07%
2022$11,563 · 0.08%
Same employer
Similar plansFinance & Insurance · PR
Triple-S Vida, Inc. PR$39.6M · 0.36%
Marsh Saldana, Inc. PR$16.8M · 0.81%
Island Finance, LLC PR$13.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660319193 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.