Plan Ledger DOL Form 5500 · updated monthly

St. John Fisher University403(b)

ST. JOHN FISHER UNIVERSITY RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

St. John Fisher University reported $79,614 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,751 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 0.00% to 0.04%. 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 473rd-largest of 5,648 plans among New York employers on file, and the 283rd of 3,091 in educational services. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has grown from 610 to 1,222 since 2022.

Plan summary
Net assets, end of year$197,650,099
Participants with balances1,214
Active participants1,222
Employer contributions$3,361,875
Employee contributions$3,779,450
Employer contribution per active participant$2,751
Average account balance$162,809
Benefits paid to participants$12,919,445
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$197.7M · 1,214 accts · $3.4M emplr
2023$178.9M · 1,188 accts · $3.2M emplr
2022$162.6M · 1,170 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,578
Total administrative$79,614
Employer contributions to the St. John Fisher University plan · 2024
Employer contribution per active participant$2,751
Median for plans this size$3,635
2024$2,751 per active participant
2023$4,903 per active participant
2022$4,827 per active participant

St. John Fisher 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 · 20243
FIDUCIENT ADVISORS, LLC · Investment advisory (plan)$34,606
BONADIO & CO., LLP · Accounting / audit$33,910
TIAA-CREF$2,775

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$79,614 · 0.04%
2023$125 · 0.00%
2022$125 · 0.00%
Same employer
Similar plansEducational Services · New York
Teach for America, Inc. NY$223.9M · 0.18%
Le Moyne College NY$222.7M · 0.05%
Sarah Lawrence College NY$213.4M · 0.03%
Brooklyn Law School NY$191.6M · 0.10%
Niagara Univeristy NY$181.3M · 0.05%
The Juilliard School NY$179.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 160746864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.