Plan Ledger DOL Form 5500 · updated monthly

Cal Poly Humboldt Sponsored Programs Foundation403(b)

HUMBOLDT STATE UNIVERSITY FOUNDATION 403(B) DC PLAN · ARCATA, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Cal Poly Humboldt Sponsored Programs Foundation reported $36,481 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,615 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 3 years on file its reported administrative ratio has held roughly steady near 0.276%. 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 4,477th-largest of 9,483 plans among California employers on file, and 1,838th of 3,091 in educational services. In 2024, the employer put in $2.18 for every $1.00 employees contributed themselves; active participation has grown from 279 to 353 since 2022.

Plan summary
Net assets, end of year$14,413,666
Participants with balances404
Active participants353
Employer contributions$923,124
Employee contributions$423,134
Employer contribution per active participant$2,615
Average account balance$35,677
Benefits paid to participants$562,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 404 accts · $923K emplr
2023$12.0M · 379 accts · $770K emplr
2022$9.4M · 360 accts · $680K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,481
Total administrative$36,481
Employer contributions to the Cal Poly Humboldt Sponsored Programs Foundation plan · 2024
Employer contribution per active participant$2,615
Median for plans this size$2,416
2024$2,615 per active participant
2023$2,391 per active participant
2022$2,437 per active participant

Cal Poly Humboldt Sponsored Programs Foundation's 2024 employer contribution ran above the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$36,481
401(K) ADVISORS INC · Investment advisory (plan)indirect comp

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$36,481 · 0.28%
2023$35,956 · 0.34%
2022$27,375 · 0.28%
Same employer
Similar plansEducational Services · California
The University Corporation CA$14.9M · 0.21%
Go Kids, Inc. CA$14.2M · 0.12%
Aces 2020, LLC CA$13.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946050071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.