Plan Ledger DOL Form 5500 · updated monthly

Aon Risk Services of Pr, Inc.401(k)

AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Aon Risk Services of Pr, Inc. reported $19,294 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,298 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 2 years on file its reported administrative ratio rose from 0.20% to 0.22%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is the 124th-largest of 323 plans among PR employers on file, and 4,013th of 4,798 in finance & insurance. In 2024, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,721,964
Participants with balances105
Active participants65
Employer contributions$214,372
Employee contributions$321,009
Employer contribution per active participant$3,298
Average account balance$92,590
Benefits paid to participants$239,444
Plan auditUnmodified (clean) audit opinion
AuditorPSV & COMPANY, PSC
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 105 accts · $214K emplr
2023$8.0M · 111 accts · $195K emplr
2022$7.0M · 111 accts · $189K emplr
Administrative expenses, itemized · 2024
Investment management$19,294
Total administrative$19,294
The Aon Risk Services of Pr, Inc. 401(k) match · 2024
Employer contribution per active participant$3,298
Median for plans this size$1,313
2024$3,298 per active participant
2023$2,820 per active participant
2022$2,820 per active participant

Aon Risk Services of Pr, Inc.'s 2024 employer contribution ran above the $1,313 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
FUTURE CAPITAL · Investment advisory (participants)$19,294

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$19,294 · 0.22%
2023$11,796 · 0.16%
2022$16,296 · 0.20%
Similar plansFinance & Insurance · PR
Island Finance, LLC PR$13.0M · 0.33%
Alight Solutions Caribe PR$8.5M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660274215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.