Plan Ledger DOL Form 5500 · updated monthly

Barton College403(b)

BARTON COLLEGE RETIREMENT PLAN · WILSON, NC · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Barton College reported $43,039 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,241 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 0.11% to 0.16%. 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 593rd-largest of 2,005 plans among North Carolina employers on file, and the 1,341st of 3,091 in educational services. In 2024, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,829,002
Participants with balances398
Active participants192
Employer contributions$238,247
Employee contributions$669,053
Employer contribution per active participant$1,241
Average account balance$69,922
Benefits paid to participants$3,007,966
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.8M · 398 accts · $238K emplr
2023$26.9M · 432 accts · $157K emplr
2022$24.4M · 399 accts · $81K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,832
Total administrative$43,039
Employer contributions to the Barton College plan · 2024
Employer contribution per active participant$1,241
Median for plans this size$2,416
2024$1,241 per active participant
2023$851 per active participant
2022$437 per active participant

Barton College'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 · 20242
TIAA · Recordkeeping$12,519
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan) · Participant communication$30,388

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$43,039 · 0.16%
2023$35,627 · 0.14%
2022$30,343 · 0.11%
Same employer
Similar plansEducational Services · North Carolina
Pfeiffer University NC$33.4M · 0.16%
The Asheville School NC$30.9M · 0.12%
University of Mount Olive NC$28.1M · 0.36%
Cannon School, Inc. NC$27.4M · 0.17%
Chowan University NC$24.2M · 0.27%
Salem Academy and College NC$24.2M · 0.16%
Greensboro College Inc NC$24.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560529933 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.