Plan Ledger DOL Form 5500 · updated monthly

American Urological Association Education & Research, Inc.403(b)

AUA TAX SHELTERED ANNUITY PLAN · LINTHICUM, MD · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

American Urological Association Education & Research, Inc. reported $55,467 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $2,156 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 has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 575th-largest of 1,671 plans among Maryland employers on file, and the 1,462nd of 3,091 in educational services. In 2024, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,775,516
Participants with balances195
Active participants140
Employer contributions$301,822
Employee contributions$1,206,436
Employer contribution per active participant$2,156
Average account balance$121,926
Benefits paid to participants$2,983,177
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 195 accts · $302K emplr
2023$22.0M · 196 accts · $281K emplr
2022$17.9M · 200 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,467
Total administrative$55,467
Employer contributions to the American Urological Association Education & Research, Inc. plan · 2024
Employer contribution per active participant$2,156
Median for plans this size$2,416
2024$2,156 per active participant
2023$2,035 per active participant
2022$1,877 per active participant

American Urological Association Education & Research, Inc.'s 2024 employer contribution ran below the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$55,895
GRP FINANCIAL ROBERT KOTLER · Other servicesindirect comp

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

Administrative cost history3
2024$55,467 · 0.24%
2023$47,398 · 0.24%
2022$46,241 · 0.23%
All plans at this employer2
AUA DISCRETIONARY CONTRIBUTION PLANProfit-sharing plan
AUA TAX SHELTERED ANNUITY PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 430691437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.