Plan Ledger DOL Form 5500 · updated monthly

Rollins College403(b)

ROLLINS COLLEGE RETIREMENT PLAN · WINTER PARK, FL · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Rollins College reported $384,481 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $5,464 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 0.33% to 0.19%. 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 168th-largest of 3,644 plans among Florida employers on file, and the 261st of 3,091 in educational services. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves; active participation has shrunk from 2,372 to 1,075 since 2022.

Plan summary
Net assets, end of year$218,358,405
Participants with balances1,159
Active participants1,075
Employer contributions$5,874,075
Employee contributions$5,360,934
Employer contribution per active participant$5,464
Average account balance$188,402
Benefits paid to participants$13,773,434
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$218.4M · 1,159 accts · $5.9M emplr
2023$196.3M · 1,137 accts · $5.6M emplr
2022$170.7M · 1,101 accts · $5.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$158,038
Investment management$193,466
Audit (IQPA)$14,600
Total administrative$384,481
Employer contributions to the Rollins College plan · 2024
Employer contribution per active participant$5,464
Median for plans this size$3,635
2024$5,464 per active participant
2023$5,271 per active participant
2022$2,141 per active participant

Rollins College'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 · 20244
VOYA INSTITUTIONAL PLAN SERVICES · Loan processing · Other services$174,931
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$105,006
CERITY · Investment advisory (participants)$88,459
FORVIS · Accounting / audit$14,600

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$384,481 · 0.19%
2023$350,125 · 0.19%
2022$622,942 · 0.33%
Same employer
Similar plansEducational Services · Florida
Anthology Inc. FL$270.1M · 0.09%
Stetson University FL$262.3M · 0.07%
The University of Tampa FL$226.8M · 0.06%
Laureate Education, Inc. FL$173.5M · 0.18%
Eckerd College, Inc. FL$153.7M · 0.03%
Full Sail, LLC FL$149.0M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590624440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.