Plan Ledger DOL Form 5500 · updated monthly

Judson University403(b)

JUDSON UNIVERSITY RETIREMENT PLAN · ELGIN, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Judson University reported $25,182 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.149%. 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 1,823rd-largest of 3,702 plans among Illinois employers on file, and 1,688th of 3,091 in educational services.

Plan summary
Net assets, end of year$17,653,405
Participants with balances261
Active participants124
Employer contributions$0
Employee contributions$390,541
Employer contribution per active participant$0
Average account balance$67,638
Benefits paid to participants$1,165,314
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 261 accts
2023$16.2M · 255 accts
2022$14.6M · 268 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,182
Total administrative$25,182
Employer contributions to the Judson University plan · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Judson University's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TWO WEST CAPITAL ADVISORS · Investment advisory (plan)$13,333
PENTEGRA SERVICES, INC. · Plan administrator · Participant communication$6,515

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$25,182 · 0.15%
2023$15,758 · 0.10%
2022$22,250 · 0.15%
Same employer
Similar plansEducational Services · Illinois
Onegoal IL$18.1M · 0.42%
Apics Inc. IL$17.3M · 0.22%
Blackburn University IL$17.1M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362515868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.