Plan Ledger DOL Form 5500 · updated monthly

Axesa Servicios de Informacion401(k)

AXESA SERVICIOS DE INFORMACION SAVINGS PLAN · SAN JUAN, PR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Axesa Servicios de Informacion reported $1,640 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,422 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 1 year on file its reported administrative ratio fell from 0.20% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is the 161st-largest of 323 plans among PR employers on file, and 1,777th of 2,199 in information & media. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,338,274
Participants with balances113
Active participants66
Employer contributions$93,820
Employee contributions$223,947
Employer contribution per active participant$1,422
Average account balance$56,091
Benefits paid to participants$179,305
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$6.3M · 113 accts · $94K emplr
2023$5.8M · 119 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,640
Total administrative$1,640
The Axesa Servicios de Informacion 401(k) match · 2024
Employer contribution per active participant$1,422
Median for plans this size$1,313
2024$1,422 per active participant
2023$1,333 per active participant

Axesa Servicios de Informacion's 2024 employer contribution ran above the $1,313 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 · 20242
EMPOWER ADVISORY GROUP LLC · Investment management$38

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

Administrative cost history2
2024$1,640 · 0.03%
2023$10,807 · 0.20%
Similar plansInformation & Media · PR
Gfr Media, LLC PR$16.2M · 0.01%
Telemundo of Puerto Rico PR$12.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660568619 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.