Plan Ledger DOL Form 5500 · updated monthly

Avila University403(b)

AVILA UNIVERSITY DC RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Avila University reported $68,323 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,225 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 0.13% to 0.20%. 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 406th-largest of 1,393 plans among Missouri employers on file, and the 1,182nd of 3,091 in educational services. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 162 to 205 since 2022.

Plan summary
Net assets, end of year$34,484,368
Participants with balances677
Active participants205
Employer contributions$251,157
Employee contributions$649,697
Employer contribution per active participant$1,225
Average account balance$50,937
Benefits paid to participants$3,733,561
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 677 accts · $251K emplr
2023$33.3M · 647 accts · $83K emplr
2022$31.7M · 629 accts · $88K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,725
Investment management$27,523
Audit (IQPA)$8,925
Total administrative$68,323
Employer contributions to the Avila University plan · 2024
Employer contribution per active participant$1,225
Median for plans this size$2,416
2024$1,225 per active participant
2023$495 per active participant
2022$544 per active participant

Avila University's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
TIAA - TEACHERS INS AND ANNUITY · Plan administrator · Recordkeeping$31,725
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan) · Investment management$27,523
FORVIS MAZARS, LLP · Accounting / audit$8,925

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$68,323 · 0.20%
2023$26,581 · 0.08%
2022$45,702 · 0.13%
Same employer
Similar plansEducational Services · Missouri
The Pembroke Hill School MO$60.2M · 0.11%
William Jewell College MO$53.6M · 0.18%
Fontbonne University MO$40.8M · 0.13%
Kansas City Art Institute MO$32.1M · 0.18%
Westminster College MO$31.5M · 0.18%
Logan University MO$29.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440617326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.