Plan Ledger DOL Form 5500 · updated monthly

Ohio Dominican University403(b)

OHIO DOMINICAN UNIVERSITY RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Ohio Dominican University reported $65,801 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,243 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 1 year on file its reported administrative ratio rose from 0.09% to 0.15%. 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 733rd-largest of 3,295 plans among Ohio employers on file, and the 1,022nd of 3,091 in educational services. In 2024, employees put in $3.94 for every $1.00 the employer contributed; active participation has shrunk from 145 to 125 since 2022.

Plan summary
Net assets, end of year$43,339,877
Participants with balances463
Active participants125
Employer contributions$155,349
Employee contributions$612,306
Employer contribution per active participant$1,243
Average account balance$93,607
Benefits paid to participants$3,704,990
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 463 accts · $155K emplr
2023$41.6M · 480 accts · $167K emplr
2022$38.3M · 477 accts · $27K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,700
Investment management$43,195
Audit (IQPA)$13,700
Total administrative$65,801
Employer contributions to the Ohio Dominican University plan · 2024
Employer contribution per active participant$1,243
Median for plans this size$2,416
2024$1,243 per active participant
2023$1,085 per active participant
2022$190 per active participant

Ohio Dominican 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 · 20243
CAPFINANCIAL PARTNERS, LLC$43,195
CLARK, SCHAEFER, HACKETT & CO. · Accounting / audit$13,700
TIAA · Contract administrator$5,700

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

Administrative cost history3
2024$65,801 · 0.15%
2023$35,637 · 0.09%
2022Not separately reported
Same employer
Similar plansEducational Services · Ohio
Hathaway Brown School OH$51.8M · 0.04%
Wilmington College OH$51.2M · 0.03%
Hawken School OH$49.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314379560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.