Plan Ledger DOL Form 5500 · updated monthly

Naropa University403(b)

NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Naropa University reported $38,943 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,050 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 0.16% to 0.22%. 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 561st-largest of 1,461 plans among Colorado employers on file, and 1,649th of 3,091 in educational services. In 2024, employees put in $3.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,409,348
Participants with balances441
Active participants196
Employer contributions$205,779
Employee contributions$651,376
Employer contribution per active participant$1,050
Average account balance$41,745
Benefits paid to participants$1,063,413
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 441 accts · $206K emplr
2023$16.7M · 438 accts · $205K emplr
2022$14.7M · 422 accts · $200K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,943
Total administrative$38,943
Employer contributions to the Naropa University plan · 2024
Employer contribution per active participant$1,050
Median for plans this size$2,416
2024$1,050 per active participant
2023$1,043 per active participant
2022$1,042 per active participant

Naropa 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
TIAA - TEACHERS INS & ANNUITY ASSOC · Recordkeeping$19,197
SYNTRINSIC, LLC · Investment advisory (plan)$14,860

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$38,943 · 0.22%
2023$30,060 · 0.19%
2022$25,212 · 0.16%
Same employer
Similar plansEducational Services · Colorado
Rocky Vista University, LLC CO$26.1M · 0.55%
Denver Academy, Inc. CO$23.0M · 0.07%
Iliff School of Theology CO$22.7M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841029228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.