Plan Ledger DOL Form 5500 · updated monthly

Accesslex Institute403(b)

ACCESSLEX INSTITUTE 403(B) PLAN · WEST CHESTER, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Accesslex Institute reported $11,490 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,440 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,343rd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,424th of 3,091 in educational services. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,001,896
Participants with balances186
Active participants120
Employer contributions$1,012,837
Employee contributions$1,238,260
Employer contribution per active participant$8,440
Average account balance$134,419
Benefits paid to participants$1,950,360
Plan auditUnmodified (clean) audit opinion
AuditorSANTORA CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 186 accts · $1.0M emplr
2023$21.4M · 192 accts · $925K emplr
2022$17.2M · 193 accts · $767K emplr
Employer contributions to the Accesslex Institute plan · 2024
Employer contribution per active participant$8,440
Median for plans this size$2,416
2024$8,440 per active participant
2023$7,519 per active participant
2022$6,497 per active participant

Accesslex Institute'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
NATIONWIDE · Recordkeeping$50

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

Recordkeeper by year2
2024Nationwide
2023Charles Schwab, Nationwide

This plan has changed recordkeepers within these filings. If you left Accesslex Institute before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,490 · 0.05%
2023$7,310 · 0.04%
2022$6,837 · 0.04%
Same employer
Similar plansEducational Services · Pennsylvania
The Ellis School PA$28.2M · 0.06%
Cora Services, Inc. PA$27.1M · 0.24%
Eeg, Inc. PA$24.4M · 0.71%
Propel Schools PA$22.9M · 0.13%
Surgent McCoy Cpe, LLC PA$22.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232719985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.