Plan Ledger DOL Form 5500 · updated monthly

Nebraska Wesleyan University403(b)

NEBRASKA WESLEYAN UNIVERSITY DC RETIREMENT PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Nebraska Wesleyan University reported $49,816 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,972 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 fell from 0.064% to 0.057%. 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 73rd-largest of 565 plans among Nebraska employers on file, and the 582nd of 3,091 in educational services. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$90,324,524
Participants with balances807
Active participants415
Employer contributions$818,174
Employee contributions$1,136,149
Employer contribution per active participant$1,972
Average account balance$111,926
Benefits paid to participants$7,062,280
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.3M · 807 accts · $818K emplr
2023$84.2M · 873 accts · $836K emplr
2022$79.8M · 855 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,111
Total administrative$49,816
Employer contributions to the Nebraska Wesleyan University plan · 2024
Employer contribution per active participant$1,972
Median for plans this size$3,635
2024$1,972 per active participant
2023$2,014 per active participant
2022$2,952 per active participant

Nebraska Wesleyan University's 2024 employer contribution ran below the $3,635 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 · 20241
TIAA · Recordkeeping · Pension consulting$43,111

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$49,816 · 0.06%
2023$45,047 · 0.05%
2022$55,393 · 0.06%
Same employer
Similar plansEducational Services · Nebraska
Creighton University NE$684.0M · 0.07%
Father Flanagan's Boys' Home NE$383.5M · 0.13%
Bellevue University NE$91.0M · 0.09%
Doane University NE$47.7M · 0.21%
Midland University NE$21.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470376524 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.