Plan Ledger DOL Form 5500 · updated monthly

Oklahoma Christian University403(b)

OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Oklahoma Christian University reported $76,486 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,384 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 0.13% to 0.15%. 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 111th-largest of 724 plans among Oklahoma employers on file, and the 872nd of 3,091 in educational services. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has shrunk from 406 to 356 since 2022.

Plan summary
Net assets, end of year$53,116,817
Participants with balances691
Active participants356
Employer contributions$848,792
Employee contributions$1,252,223
Employer contribution per active participant$2,384
Average account balance$76,869
Benefits paid to participants$5,502,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.1M · 691 accts · $849K emplr
2023$50.6M · 658 accts · $859K emplr
2022$46.4M · 656 accts · $824K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,486
Total administrative$76,486
Employer contributions to the Oklahoma Christian University plan · 2024
Employer contribution per active participant$2,384
Median for plans this size$3,635
2024$2,384 per active participant
2023$2,467 per active participant
2022$2,028 per active participant

Oklahoma Christian University's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$75,004
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,486 · 0.15%
2023$72,918 · 0.15%
2022$68,741 · 0.13%
Same employer
Similar plansEducational Services · Oklahoma
The University of Tulsa OK$427.4M · 0.01%
Oral Roberts University OK$74.7M · 0.17%
Heritage Hall OK$29.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730555460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.