Plan Ledger DOL Form 5500 · updated monthly

Austin College403(b)

AUSTIN COLLEGE RETIREMENT PLAN · SHERMAN, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Austin College reported $150,208 in plan administrative expenses for 2024: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,766 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 0.05% to 0.23%. 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 883rd-largest of 5,688 plans among Texas employers on file, and the 751st of 3,091 in educational services. In 2024, the employer put in $3.98 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$65,635,189
Participants with balances658
Active participants331
Employer contributions$1,246,705
Employee contributions$312,861
Employer contribution per active participant$3,766
Average account balance$99,750
Benefits paid to participants$4,986,842
Plan auditDisclaimer of opinion
AuditorCAPIN CROUSE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$65.6M · 658 accts · $1.2M emplr
2023$62.7M · 655 accts · $1.2M emplr
2022$57.6M · 645 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,186
Investment management$30,022
Total administrative$150,208
Employer contributions to the Austin College plan · 2024
Employer contribution per active participant$3,766
Median for plans this size$3,635
2024$3,766 per active participant
2023$3,785 per active participant
2022$3,590 per active participant

Austin College's 2024 employer contribution ran above 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 · 20242
TIAA · Plan administrator · Recordkeeping$120,186
CAPFINANCIAL PARTNERS LLC · Consulting$30,022

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$150,208 · 0.23%
2023$30,549 · 0.05%
2022$30,673 · 0.05%
All plans at this employer2
AUSTIN COLLEGE RETIREMENT PLAN403(b)
AUSTIN COLLEGE TAX-DEFERRED ANNUITY PLAN403(b)
Similar plansEducational Services · Texas
The Kinkaid School, Inc. TX$83.4M · 0.09%
University of St. Thomas TX$70.6M · 0.35%
Greenhill School TX$69.3M · 0.20%
Episcopal School of Dallas TX$68.6M · 0.29%
Letourneau University TX$58.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750827409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.