Plan Ledger DOL Form 5500 · updated monthly

American Association of State Colleges and Universities403(b)

AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES DC PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

American Association of State Colleges and Universities reported $4,891 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,904 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 279th-largest of 618 plans among District of Columbia employers on file, and the 837th of 3,341 in other services. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves; active participation has grown from 42 to 50 since 2022.

Plan summary
Net assets, end of year$25,903,943
Participants with balances189
Active participants50
Employer contributions$595,203
Employee contributions$487,239
Employer contribution per active participant$11,904
Average account balance$137,058
Benefits paid to participants$1,294,100
Plan auditUnmodified (clean) audit opinion
AuditorCLIFFTONLARSONALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 189 accts · $595K emplr
2023$23.4M · 192 accts · $491K emplr
2022$20.5M · 188 accts · $453K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,891
Total administrative$4,891
Employer contributions to the American Association of State Colleges and Universities plan · 2024
Employer contribution per active participant$11,904
Median for plans this size$2,416
2024$11,904 per active participant
2023$10,454 per active participant
2022$10,774 per active participant

American Association of State Colleges and Universities'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
TIAA · Recordkeeping · Pension consulting$300

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 history3
2024$4,891 · 0.02%
2023$3,329 · 0.02%
2022$2,986 · 0.01%
Similar plansOther Services · District of Columbia
The Wilderness Society DC$25.7M · 0.30%
Freedom House Inc. DC$25.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520747578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.