Plan Ledger DOL Form 5500 · updated monthly

Campus USA Credit Union401(k)

CAMPUS USA CREDIT UNION 401(K) PLAN · JONESVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Campus USA Credit Union reported $96,176 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $3,043 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 fell from 0.29% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 621st-largest of 3,644 plans among Florida employers on file, and the 1,899th of 4,798 in finance & insurance. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 382 to 422 since 2022.

Plan summary
Net assets, end of year$41,850,277
Participants with balances476
Active participants422
Employer contributions$1,284,134
Employee contributions$1,955,528
Employer contribution per active participant$3,043
Average account balance$87,921
Benefits paid to participants$2,739,355
Plan auditUnmodified (clean) audit opinion
AuditorDOEREN MAYHEW
Plan history3
Yearassets · accounts · employer contribution
2024$41.9M · 476 accts · $1.3M emplr
2023$36.1M · 460 accts · $1.2M emplr
2022$29.3M · 439 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$96,176
Total administrative$96,176
The Campus USA Credit Union 401(k) match · 2024
Employer contribution per active participant$3,043
Median for plans this size$2,416
2024$3,043 per active participant
2023$2,978 per active participant
2022$2,961 per active participant

Campus USA Credit Union's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$96,157
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$96,176 · 0.25%
2023$96,360 · 0.29%
2022$91,027 · 0.29%
Same employer
Similar plansFinance & Insurance · Florida
Duval Holdings, Inc. FL$43.2M · 0.14%
Crews Bank & Trust FL$41.9M · 0.26%
Pen Air Credit Union FL$37.4M · 0.45%
Johns Eastern Company, Inc. FL$37.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590637646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.