Plan Ledger DOL Form 5500 · updated monthly

Keuka College403(b)

KEUKA COLLEGE RETIREMENT PLAN · KEUKA PARK, NY · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Keuka College reported $45,100 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,121 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 0.10% to 0.13%. 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 1,499th-largest of 5,648 plans among New York employers on file, and the 1,014th of 3,091 in educational services. In 2023, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,986,544
Participants with balances539
Active participants198
Employer contributions$419,900
Employee contributions$770,020
Employer contribution per active participant$2,121
Average account balance$81,608
Benefits paid to participants$3,693,599
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$43.9M · 546 accts · $391K emplr
2023$44.0M · 539 accts · $420K emplr
2022$40.9M · 536 accts · $372K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,790
Investment management$16,310
Audit (IQPA)$7,000
Total administrative$45,100
Employer contributions to the Keuka College plan · 2023
Employer contribution per active participant$2,121
Median for plans this size$2,440
2024$2,023 per active participant
2023$2,121 per active participant
2022$1,729 per active participant

Keuka College's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
TIAA · Recordkeeping · Pension consulting$21,790
FIDUCIENT ADVISORS, LLC · Investment management$16,310
BONADIO & CO. LLP · Accounting / audit$7,000

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$58,243 · 0.13%
2023$45,100 · 0.11%
2022$45,017 · 0.10%
Same employer
Similar plansEducational Services · New York
Nichols School of Buffalo NY$45.2M · 0.04%
Roberts Wesleyan University NY$45.0M · 0.27%
Avenues World Holdings, LLC NY$44.9M · 0.36%
Wildwood Programs NY$44.9M · 0.02%
Green Vale School NY$44.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 166054295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.