Plan Ledger DOL Form 5500 · updated monthly

Antioch University403(b)

ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE , ADMINISTRATIVE AND FACULTY EMPLOYEES · YELLOW SPRINGS, OH · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Antioch University reported $220,343 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,578 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 0.03% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 232nd-largest of 3,295 plans among Ohio employers on file, and the 305th of 3,091 in educational services. In 2024, the employer put in $1.27 for every $1.00 employees contributed themselves; active participation has grown from 486 to 545 since 2022.

Plan summary
Net assets, end of year$181,974,611
Participants with balances1,725
Active participants545
Employer contributions$1,950,019
Employee contributions$1,541,257
Employer contribution per active participant$3,578
Average account balance$105,493
Benefits paid to participants$14,563,667
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$182.0M · 1,725 accts · $2.0M emplr
2023$174.2M · 1,708 accts · $1.7M emplr
2022$158.8M · 1,709 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,574
Investment management$71,504
Audit (IQPA)$81,375
Total administrative$220,343
Employer contributions to the Antioch University plan · 2024
Employer contribution per active participant$3,578
Median for plans this size$3,635
2024$3,578 per active participant
2023$3,439 per active participant
2022$3,420 per active participant

Antioch University's 2024 employer contribution ran below the $3,635 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 · 20244
TIAA · Recordkeeping · Pension consulting$48,356
RSM US LLP · Accounting / audit$81,375
CBIZ INVESTMENT ADVISORY SERVICES · Pension consulting · Investment advisory (participants)$67,722
ICE MILLER LLP · Legal$22,386

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

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

Administrative cost history3
2024$220,343 · 0.12%
2023$225,244 · 0.14%
2022$50,487 · 0.03%
All plans at this employer2
ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR ADMINISTRATIVE ASSOCIATE , ADMINISTRATIVE AND FACULTY EMPLOYEES403(b)
ANTIOCH UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN FOR STAFF EMPLOYEES403(b)
Same employer
Similar plansEducational Services · Ohio
The College of Wooster OH$242.3M · 0.03%
Baldwin Wallace University OH$229.5M · 0.07%
John Carroll University OH$206.6M · 0.14%
Ohio Wesleyan University OH$194.3M · 0.03%
Capital University OH$174.9M · 0.08%
Wittenberg University OH$151.8M · 0.06%
Otterbein University OH$136.3M · 0.12%
Franklin University OH$114.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310536640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.