Plan Ledger DOL Form 5500 · updated monthly

Coe College403(b)

COE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · CEDAR RAPIDS, IA · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Coe College reported $87,094 in plan administrative expenses for 2022: 0.10% of average plan assets, below the peer median. Employer contributions averaged $3,134 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other educational services employers. By assets it is the 121st-largest of 878 plans among Iowa employers on file, and the 668th of 3,091 in educational services. In 2022, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,035,783
Participants with balances634
Active participants291
Employer contributions$911,967
Employee contributions$1,104,159
Employer contribution per active participant$3,134
Average account balance$121,508
Benefits paid to participants$7,654,002
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $667K emplr
2022$77.0M · 634 accts · $912K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$82,177
Investment management$4,475
Total administrative$87,094
Employer contributions to the Coe College plan · 2022
Employer contribution per active participant$3,134
Median for plans this size$3,449

Coe College's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$87,094 · 0.10%
Same employer
Similar plansEducational Services · Iowa
Trustees of Grinnell College IA$374.4M · 0.07%
Drake University IA$297.1M · 0.06%
St. Ambrose University IA$122.5M · 0.19%
University of Dubuque IA$75.1M · 0.02%
Simpson College IA$74.8M · 0.06%
Dordt University IA$61.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420686467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.