What are the fees in the Alliance University 403(b) plan?

For plan year 2022, Alliance University reported $148 in plan administrative expenses, or 0.00% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Alliance University 401(k)?

The average participant account balance was $65,624 for plan year 2022, based on 503 accounts.

Alliance University403(b)

Name: Alliance University 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

ALLIANCE UNIVERSITY 403(B) PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022

0.00%

Alliance University reported $148 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 1,842nd-largest of 5,648 plans among New York employers on file, and the 1,214th of 3,091 in educational services.

Plan summary
Net assets, end of year$33,009,030
Participants with balances503
Active participants144
Employer contributions—
Employee contributions$567,408
Employer contribution per active participant—
Average account balance$65,624
Benefits paid to participants$1,834,205
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS, LLP

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$148

Total administrative$148

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$148 · 0.00%

Similar plansEducational Services · New York
The Churchill School and Center NY$33.7M · 0.10%
Millbrook School NY$33.7M · 0.14%
Catalyst Inc. NY$33.3M · 0.31%
The Viscardi Center, Inc. NY$33.2M · 0.05%
New York Academy of Sciences NY$32.7M · 0.11%
The Summit Center Inc. NY$32.5M · 0.36%
Medaille University NY$31.6M · 0.02%
Acelero, Inc. NY$31.1M · 0.64%

Why are you looking at this plan?

Compare
401(k) plans in New York
Worked here before? Find your old 401(k)
401(k) plans in Educational Services
Plans of similar size
Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 131740285 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.