Plan Ledger DOL Form 5500 · updated monthly

Axa Assistance USA, Inc.401(k)

AXA ASSISTANCE USA, INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Axa Assistance USA, Inc. reported $108,642 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,230 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 0.437%. 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 1,433rd-largest of 3,702 plans among Illinois employers on file, and 2,612th of 4,798 in finance & insurance. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,450,712
Participants with balances334
Active participants204
Employer contributions$455,017
Employee contributions$1,486,058
Employer contribution per active participant$2,230
Average account balance$79,194
Benefits paid to participants$2,351,676
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$26.5M · 334 accts · $455K emplr
2023$23.3M · 377 accts · $439K emplr
2022$18.5M · 352 accts · $425K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,771
Investment management$68,871
Total administrative$108,642
The Axa Assistance USA, Inc. 401(k) match · 2024
Employer contribution per active participant$2,230
Median for plans this size$2,416
2024$2,230 per active participant
2023$2,111 per active participant
2022$2,096 per active participant

Axa Assistance USA, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20244
NFP RETIREMENT INC · Investment advisory (plan)$49,139
FLEXPATH STRATEGIES LLC · Investment advisory (plan)$11,827
EMPOWER ADVISORY GROUP, LLC · Investment management$7,905

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$108,642 · 0.44%
2023$115,486 · 0.55%
2022$87,655 · 0.44%
Same employer
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Geneva Trading USA, LLC IL$27.0M · 0.00%
Amalgamated Bank of Chicago IL$26.7M · 0.20%
Lakeside Bank IL$26.5M · 0.19%
Associated Agencies, Inc. IL$26.2M · 0.02%
Payroc Worldaccess, LLC IL$25.1M · 0.25%
Providence Bank & Trust IL$25.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363235090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.