Plan Ledger DOL Form 5500 · updated monthly

Saint Leo University403(b)

SAINT LEO UNIVERSITY RETIREMENT PLAN · SAINT LEO, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

Saint Leo University reported $167,843 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. 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 0.21% to 0.14%. 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 283rd-largest of 3,644 plans among Florida employers on file, and the 453rd of 3,091 in educational services. active participation has shrunk from 1,811 to 1,559 since 2022.

Plan summary
Net assets, end of year$119,313,685
Participants with balances2,415
Active participants1,559
Employer contributions—
Employee contributions$2,949,364
Employer contribution per active participant—
Average account balance$49,405
Benefits paid to participants$13,487,857
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$119.3M · 2,415 accts
2023$115.5M · 2,836 accts · $7K emplr
2022$111.7M · 2,705 accts · $3.1M emplr
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
CAPFINANCIAL PARTNERS, LLC$81,004

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$167,843 · 0.14%
2023$354,307 · 0.31%
2022$253,337 · 0.21%
Same employer
Similar plansEducational Services · Florida
Eckerd College, Inc. FL$153.7M · 0.03%
Full Sail, LLC FL$149.0M · 0.28%
Everglades College, Inc. FL$133.2M · 0.36%
Barry University FL$122.5M · 0.18%
Lynn University, Inc. FL$102.2M · 0.08%
Img Academy Parent, LLC FL$101.1M · 0.23%
Eduserve, Inc. FL$84.0M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591237047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.