Plan Ledger DOL Form 5500 · updated monthly

Regis University403(b)

REGIS UNIVERSITY DEFINED CONTRIBUTION PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Regis University reported $288,218 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,611 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 0.14% to 0.17%. 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 95th-largest of 1,461 plans among Colorado employers on file, and the 328th of 3,091 in educational services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$168,743,590
Participants with balances1,322
Active participants786
Employer contributions$3,624,089
Employee contributions$5,183,042
Employer contribution per active participant$4,611
Average account balance$127,643
Benefits paid to participants$21,153,175
Plan auditUnmodified (clean) audit opinion
AuditorRUBINBROWN
Plan history3
Yearassets · accounts · employer contribution
2024$168.7M · 1,322 accts · $3.6M emplr
2023$163.7M · 1,339 accts · $5.5M emplr
2022$147.2M · 1,287 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$227,459
Investment management$60,759
Total administrative$288,218
Employer contributions to the Regis University plan · 2024
Employer contribution per active participant$4,611
Median for plans this size$3,635
2024$4,611 per active participant
2023$3,884 per active participant
2022$6,735 per active participant

Regis University's 2024 employer contribution ran above 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 · 20243
ADVISED ASSET GROUP · Investment management$60,759
EMPOWER FINANCIAL SERVICES, INC · Securities brokerage$104

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$288,218 · 0.17%
2023$230,651 · 0.15%
2022$218,967 · 0.14%
Same employer
Similar plansEducational Services · Colorado
University of Denver CO$908.8M · 0.05%
Colorado College CO$381.5M · 0.08%
Guild Education, Inc. CO$74.4M · 0.32%
Colorado Academy CO$56.0M · 0.06%
Kent Denver School CO$52.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840402707 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.