Plan Ledger DOL Form 5500 · updated monthly

Juniata College403(b)

JUNIATA COLLEGE RETIREMENT PLAN · HUNTINGDON, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Juniata College reported $117,540 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,504 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 0.09%. 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 378th-largest of 3,651 plans among Pennsylvania employers on file, and the 393rd of 3,091 in educational services. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$138,044,281
Participants with balances814
Active participants344
Employer contributions$1,893,375
Employee contributions$1,443,641
Employer contribution per active participant$5,504
Average account balance$169,588
Benefits paid to participants$11,570,687
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG OAKES BROWN, CO. P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$138.0M · 814 accts · $1.9M emplr
2023$130.9M · 803 accts · $1.8M emplr
2022$120.0M · 797 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,549
Investment management$69,991
Total administrative$117,540
Employer contributions to the Juniata College plan · 2024
Employer contribution per active participant$5,504
Median for plans this size$3,635
2024$5,504 per active participant
2023$5,364 per active participant
2022$4,955 per active participant

Juniata College's 2024 employer contribution ran above 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 · 20242
TIAA · Recordkeeping · Pension consulting$47,549
CORNERSTONE ADVISORS ASSET MGMT. · Investment advisory (plan)$69,991

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$117,540 · 0.09%
2023$104,589 · 0.08%
2022$95,348 · 0.07%
Same employer
Similar plansEducational Services · Pennsylvania
Ursinus College PA$147.8M · 0.06%
Moravian University PA$147.6M · 0.10%
Kings College PA$144.2M · 0.05%
Dickinson College PA$142.6M · 0.06%
Lebanon Valley College PA$136.0M · 0.05%
Saint Francis University PA$127.9M · 0.42%
Albright College PA$120.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231352652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.