Plan Ledger DOL Form 5500 · updated monthly

Fontbonne University403(b)

FONTBONNE UNIVERSITY 403 (B) PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Fontbonne University reported $51,038 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $1,164 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 0.11% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 371st-largest of 1,393 plans among Missouri employers on file, and the 1,067th of 3,091 in educational services. In 2023, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,799,466
Participants with balances471
Active participants263
Employer contributions$306,159
Employee contributions$760,069
Employer contribution per active participant$1,164
Average account balance$86,623
Benefits paid to participants$5,142,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.5M · 436 accts · $335K emplr
2023$40.8M · 471 accts · $306K emplr
2022$39.6M · 458 accts · $160K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$46,310
Audit (IQPA)$4,728
Total administrative$51,038
Employer contributions to the Fontbonne University plan · 2023
Employer contribution per active participant$1,164
Median for plans this size$2,440
2024$1,422 per active participant
2023$1,164 per active participant
2022$603 per active participant

Fontbonne University's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TIAA$20,887
RUBIN BROWN LLP$12,000
CAPFINANCIAL PARTNERS, LLC$7,724
EPIC ADVISORS, INC$5,100

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$55,432 · 0.14%
2023$51,038 · 0.13%
2022$48,097 · 0.11%
Same employer
Similar plansEducational Services · Missouri
Park University MO$66.0M · 0.22%
The Pembroke Hill School MO$60.2M · 0.11%
William Jewell College MO$53.6M · 0.18%
Avila University MO$34.5M · 0.20%
Kansas City Art Institute MO$32.1M · 0.18%
Westminster College MO$31.5M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430694556 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.