Plan Ledger DOL Form 5500 · updated monthly

Armand Hammer United World College of the American West403(b)

ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST · MONTEZUMA, NM · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Armand Hammer United World College of the American West reported $77,370 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,778 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 0.63% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is the 138th-largest of 290 plans among New Mexico employers on file, and 2,098th of 3,091 in educational services. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 150 to 174 since 2022.

Plan summary
Net assets, end of year$10,211,894
Participants with balances225
Active participants174
Employer contributions$309,373
Employee contributions$532,174
Employer contribution per active participant$1,778
Average account balance$45,386
Benefits paid to participants$1,323,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 225 accts · $309K emplr
2023$9.7M · 204 accts · $315K emplr
2022$9.8M · 186 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,036
Investment management$23,334
Total administrative$77,370
Employer contributions to the Armand Hammer United World College of the American West plan · 2024
Employer contribution per active participant$1,778
Median for plans this size$1,313
2024$1,778 per active participant
2023$1,667 per active participant
2022$2,010 per active participant

Armand Hammer United World College of the American West's 2024 employer contribution ran above the $1,313 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 · 20243
TIAA$50,754
LONGVIEW ASSET MANAGEMENT · Investment advisory (plan)$23,334
VALIC$3,656

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$77,370 · 0.78%
2023$66,443 · 0.68%
2022$64,566 · 0.63%
Similar plansEducational Services · New Mexico
Santa Fe Institute NM$12.3M · 0.00%
Bosque School NM$11.8M · 0.50%
Navajo Technical University NM$11.4M · 0.98%
Jumpstart LLC NM$1.2M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850297355 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.