Plan Ledger DOL Form 5500 · updated monthly

Simpson University401(k)

SIMPSON UNIVERSITY 403B PLAN · REDDING, CA · plan year 2020

Reported admin expense ratio · 2020
0.69%

Simpson University reported $30,068 in plan administrative expenses for 2020: 0.69% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (7,090th of 9,483), and 2,542nd of 3,091 in educational services.

Plan summary
Net assets, end of year$4,719,485
Participants with balances130
Active participants338
Employer contributions—
Employee contributions$169,844
Employer contribution per active participant—
Average account balance$36,304
Benefits paid to participants$477,224
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLP
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$1,050
Investment management$29,018
Total administrative$30,068
What these fees cost you

Annual cost at the plan's reported 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$30,068 · 0.69%
Similar plansEducational Services · California
St. Anne School CA$4.9M · 0.40%
Amethod Public Schools CA$4.5M · 0.23%
Warren Walker School, Inc CA$4.4M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941339635 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.