Plan Ledger DOL Form 5500 · updated monthly

Endicott College403(b)

ENDICOTT COLLEGE DC RETIREMENT PLAN · BEVERLY, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Endicott College reported $91,307 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,450 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 0.07% to 0.08%. 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 395th-largest of 2,726 plans among Massachusetts employers on file, and the 465th of 3,091 in educational services. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 758 to 1,460 since 2022.

Plan summary
Net assets, end of year$116,860,151
Participants with balances1,148
Active participants1,460
Employer contributions$3,577,462
Employee contributions$3,703,515
Employer contribution per active participant$2,450
Average account balance$101,795
Benefits paid to participants$5,259,562
Plan auditUnmodified (clean) audit opinion
AuditorGRAY GRAY & GRAY
Plan history3
Yearassets · accounts · employer contribution
2024$116.9M · 1,148 accts · $3.6M emplr
2023$103.2M · 1,145 accts · $3.4M emplr
2022$86.5M · 1,069 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,307
Total administrative$91,307
Employer contributions to the Endicott College plan · 2024
Employer contribution per active participant$2,450
Median for plans this size$3,635
2024$2,450 per active participant
2023$2,502 per active participant
2022$3,807 per active participant

Endicott College'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 · 20241
TIAA - TEACHERS INS AND ANNUITY · Recordkeeping · Pension consulting$93,082

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$91,307 · 0.08%
2023$77,476 · 0.08%
2022$67,767 · 0.07%
Same employer
Similar plansEducational Services · Massachusetts
Curry College MA$144.1M · 0.09%
Ef Travel, Inc. MA$139.3M · 0.20%
Trustees of Emmanuel College MA$121.6M · 0.13%
Gordon College MA$108.2M · 0.03%
Elderhostel Inc. MA$98.2M · 0.13%
Groton School MA$97.4M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042103567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.