Plan Ledger DOL Form 5500 · updated monthly

Agnes Scott College403(b)

AGNES SCOTT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · DECATUR, GA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Agnes Scott College reported $93,425 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,154 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 0.05% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 282nd-largest of 2,160 plans among Georgia employers on file, and the 552nd of 3,091 in educational services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,806,014
Participants with balances885
Active participants264
Employer contributions$832,582
Employee contributions$1,386,734
Employer contribution per active participant$3,154
Average account balance$109,385
Benefits paid to participants$9,891,252
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $165K emplr
2024$96.8M · 885 accts · $833K emplr
2023$94.3M · 862 accts · $918K emplr
2022$70.5M · 834 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,803
Investment management$35,976
Audit (IQPA)$2,646
Total administrative$93,425
Employer contributions to the Agnes Scott College plan · 2024
Employer contribution per active participant$3,154
Median for plans this size$3,635
2024$3,154 per active participant
2023$3,290 per active participant
2022$5,009 per active participant

Agnes Scott College's 2024 employer contribution ran below the $3,635 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
TIAA · Recordkeeping · Pension consulting$59,955
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$30,825

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$93,425 · 0.10%
2023$48,307 · 0.06%
2022$38,165 · 0.05%
All plans at this employer2
AGNES SCOTT COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN403(b)
AGNES SCOTT COLLEGE TAX-DEFERRED ANNUITY PLAN403(b)
Same employer
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The Lovett School, Inc. GA$125.7M · 0.07%
Clark Atlanta University GA$120.2M · 0.05%
Spelman College GA$102.0M · 0.05%
Cognia, Inc. GA$101.6M · 0.62%
Morehouse College GA$85.1M · 0.10%
Paideia School GA$80.6M · 0.07%
Pace Academy, Inc. GA$69.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.