Plan Ledger DOL Form 5500 · updated monthly

Fielding Graduate University403(b)

FIELDING GRADUATE UNIVERSITY 403(B) PLAN · SANTA BARBARA, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Fielding Graduate University reported $68,669 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,585 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 0.09% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,995th-largest of 9,483 plans among California employers on file, and the 1,026th of 3,091 in educational services. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,250,082
Participants with balances286
Active participants195
Employer contributions$894,036
Employee contributions$1,070,489
Employer contribution per active participant$4,585
Average account balance$151,224
Benefits paid to participants$4,646,346
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 286 accts · $894K emplr
2023$40.6M · 294 accts · $737K emplr
2022$42.1M · 298 accts · $782K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,669
Total administrative$68,669
Employer contributions to the Fielding Graduate University plan · 2024
Employer contribution per active participant$4,585
Median for plans this size$2,416
2024$4,585 per active participant
2023$3,797 per active participant
2022$3,689 per active participant

Fielding Graduate University's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · Recordkeeping · Pension consulting$68,669

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$68,669 · 0.16%
2023$56,186 · 0.14%
2022$37,169 · 0.09%
Same employer
Similar plansEducational Services · California
Santa Catalina School CA$43.6M · 0.00%
The Avid Center CA$43.3M · 0.21%
The Thacher School CA$43.2M · 0.12%
Pathways in Education, Inc. CA$42.8M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952882724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.