Plan Ledger DOL Form 5500 · updated monthly

Eastern University403(b)

EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · ST. DAVIDS, PA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Eastern University reported $9,417 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,992 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 0.012% to 0.011%. 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 526th-largest of 3,651 plans among Pennsylvania employers on file, and the 608th of 3,091 in educational services. In 2024, the employer put in $1.55 for every $1.00 employees contributed themselves; active participation has grown from 557 to 697 since 2022.

Plan summary
Net assets, end of year$86,613,802
Participants with balances1,283
Active participants697
Employer contributions$2,085,154
Employee contributions$1,349,471
Employer contribution per active participant$2,992
Average account balance$67,509
Benefits paid to participants$6,131,727
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$86.6M · 1,283 accts · $2.1M emplr
2023$78.5M · 1,179 accts · $1.5M emplr
2022$70.7M · 1,141 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Investment management$7,292
Total administrative$9,417
Employer contributions to the Eastern University plan · 2024
Employer contribution per active participant$2,992
Median for plans this size$3,635
2024$2,992 per active participant
2023$2,445 per active participant
2022$2,264 per active participant

Eastern University's 2024 employer contribution ran below 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 · Recordkeeping · Pension consulting$1,475
PLANPILOT, LLC · Investment advisory (plan)$7,292

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$9,417 · 0.01%
2023$2,915 · 0.00%
2022$9,292 · 0.01%
Same employer
Similar plansEducational Services · Pennsylvania
Misericordia University PA$89.9M · 0.07%
Mercyhurst University PA$87.6M · 0.01%
Fullbloom PA$85.5M · 0.64%
Grove City College PA$83.4M · 0.46%
Saint Vincent College PA$80.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231409675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.