Plan Ledger DOL Form 5500 · updated monthly

Maryland University of Integrative Health403(b)

MARYLAND UNIVERSITY OF INTEGRATIVE HEALTH 403(B) PLAN · BALTIMORE, MD · plan year 2023

Reported admin expense ratio · 2023
0.12%

Maryland University of Integrative Health reported $6,216 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.38% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,265th of 1,671), and 2,485th of 3,091 in educational services. active participation has shrunk from 284 to 247 since 2022.

Plan summary
Net assets, end of year$5,329,301
Participants with balances104
Active participants247
Employer contributions—
Employee contributions$413,104
Employer contribution per active participant—
Average account balance$51,243
Benefits paid to participants$653,853
Plan auditUnmodified (clean) audit opinion
AuditorBENEFIT AUDIT GROUP, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$5.3M · 104 accts
2022$4.8M · 115 accts
Administrative expenses, itemized · 2023
Investment management$6,216
Total administrative$6,216
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
PFE ADVISORS, INC. · Investment advisory (plan)$6,175
UNITED CAPITAL FINANCIAL ADVISORS · Investment advisory (plan)$5,594
COASTAL PENSION SERVICES · Contract administrator · Plan administrator$1,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$6,216 · 0.12%
2022$19,873 · 0.38%
Similar plansEducational Services · Maryland
Kra Corporation MD$4.6M · 1.41%
Identity, Inc. MD$4.4M · 0.63%
Casa, Inc. MD$3.9M · 1.32%
Linwood Center, Inc MD$3.7M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521010577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.