Plan Ledger DOL Form 5500 · updated monthly

Emory University Division of Human Resources403(b)

EMORY UNIVERSITY RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Emory University Division of Human Resources reported $1,440,116 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $5,810 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 0.00% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 7th-largest of 2,160 plans among Georgia employers on file, and the 10th of 3,091 in educational services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves; active participation has grown from 18,725 to 21,409 since 2022.

Plan summary
Net assets, end of year$5,539,809,573
Participants with balances36,489
Active participants21,409
Employer contributions$124,386,245
Employee contributions$110,084,034
Employer contribution per active participant$5,810
Average account balance$151,821
Benefits paid to participants$360,574,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5B · 36,489 accts · $124.4M emplr
2023$4.9B · 34,285 accts · $109.4M emplr
2022$4.2B · 32,672 accts · $99.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$803,728
Investment management$613,888
Audit (IQPA)$22,500
Total administrative$1,440,116
Employer contributions to the Emory University Division of Human Resources plan · 2024
Employer contribution per active participant$5,810
Median for plans this size$5,259
2024$5,810 per active participant
2023$5,777 per active participant
2022$5,325 per active participant

Emory University Division of Human Resources's 2024 employer contribution ran above the $5,259 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 · 20248
SAVANT CAPITAL MANAGEMENT · Investment advisory (plan)$139,000
CAMBRIDGE INVESTMENT RESEARCH (B/D) · Investment advisory (plan)$38,703
FRAZIER & DEETER · Accounting / audit$22,500
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,294
TOMAS A. BLANNO AND COMPANY, LLC · Consulting$13,460
EPG WEALTH MANAGEMENT LLC · Consulting$11,241
COMMONWEALTH FINANCIAL NETWORK · Consulting$6,117
TWIN TIERS CONSULTING · Consulting$5,357

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$1,440,116 · 0.03%
2023$986,651 · 0.02%
2022$106,293 · 0.00%
Same employer
Similar plansEducational Services · Georgia
University of Rochester NY$8.0B · 0.02%
New York University NY$5.4B · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566256 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.