Plan Ledger DOL Form 5500 · updated monthly

Alice Lloyd College403(b)

TIAA-CREF RETIREMENT PLAN OF ALICE LLOYD COLLEGE · PIPPA PASSES, KY · plan year 2025

Reported admin expense ratio · 2025
0.07%

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

Alice Lloyd College reported $17,310 in plan administrative expenses for 2025: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,969 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 rose from 0.05% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 229th-largest of 871 plans among Kentucky employers on file, and the 1,349th of 3,091 in educational services. In 2025, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,610,258
Participants with balances349
Active participants101
Employer contributions$299,913
Employee contributions$324,726
Employer contribution per active participant$2,969
Average account balance$79,112
Benefits paid to participants$1,505,143
Plan auditUnmodified (clean) audit opinion
AuditorKELLEY GALLOWAY SMITH GOOLSBY, PSC
Plan history4
Yearassets · accounts · employer contribution
2025$27.6M · 349 accts · $300K emplr
2024$25.4M · 345 accts · $285K emplr
2023$26.1M · 343 accts · $288K emplr
2022$23.7M · 340 accts · $296K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$17,310
Total administrative$17,310
Employer contributions to the Alice Lloyd College plan · 2025
Employer contribution per active participant$2,969
Median for plans this size$2,666
2025$2,969 per active participant
2024$2,874 per active participant
2023$3,033 per active participant
2022$3,053 per active participant

Alice Lloyd College's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251

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

Administrative cost history4
2025$17,310 · 0.07%
2024$16,394 · 0.06%
2023$14,769 · 0.06%
2022$13,622 · 0.05%
Same employer
Similar plansEducational Services · Kentucky
Asbury Theological Seminary KY$46.7M · 0.19%
University of Pikeville KY$46.7M · 0.03%
Spalding University KY$42.9M · 0.20%
The Lexington School KY$27.3M · 0.12%
Sacred Heart Schools, Inc. KY$24.3M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610492351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.