Plan Ledger DOL Form 5500 · updated monthly

American Geophysical Union403(b)

AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

American Geophysical Union reported $47,671 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,440 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 0.08% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 198th-largest of 618 plans among District of Columbia employers on file, and the 3,182nd of 11,654 in professional & technical services. active participation has grown from 159 to 186 since 2022.

Plan summary
Net assets, end of year$42,011,728
Participants with balances574
Active participants186
Employer contributions$1,755,761
Employee contributions—
Employer contribution per active participant$9,440
Average account balance$73,191
Benefits paid to participants$2,809,958
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.0M · 574 accts · $1.8M emplr
2023$37.6M · 584 accts · $1.8M emplr
2022$32.5M · 570 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,671
Total administrative$47,671
Employer contributions to the American Geophysical Union plan · 2024
Employer contribution per active participant$9,440
Median for plans this size$2,416
2024$9,440 per active participant
2023$10,166 per active participant
2022$8,214 per active participant

American Geophysical Union'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 · 20242
TIAA - TEACHERS INSURANCE AND ANNUI · Claims processing · Recordkeeping$35,765
RBC WEALTH MANAGEMENT · Claims processing · Recordkeeping$12,276

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

Recordkeeper by year2
2024RBC WEALTH MANAGEMENT, TIAA
2023RBC WEALTH MANAGEMENT, TIAA

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

Administrative cost history3
2024$47,671 · 0.12%
2023$36,669 · 0.10%
2022$29,677 · 0.08%
All plans at this employer2
AMERICAN GEOPHYSICAL UNION RETIREMENT PLAN403(b)
AMERICAN GEOPHYSICAL UNION TDA403(b)
Same employer
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Cato Institute DC$40.3M · 0.17%
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Source: U.S. Department of Labor, Form 5500 series, EIN 520955532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.