Plan Ledger DOL Form 5500 · updated monthly

Stephens College403(b)

STEPHENS COLLEGE DC RETIREMENT PLAN · COLUMBIA, MO · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Stephens College reported $14,957 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,383 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 0.01% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 498th-largest of 1,393 plans among Missouri employers on file, and the 1,388th of 3,091 in educational services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has shrunk from 353 to 312 since 2022.

Plan summary
Net assets, end of year$26,362,554
Participants with balances816
Active participants312
Employer contributions$431,599
Employee contributions$587,830
Employer contribution per active participant$1,383
Average account balance$32,307
Benefits paid to participants$2,327,880
Plan auditDisclaimer of opinion
AuditorWILLIAMS KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 816 accts · $432K emplr
2023$24.5M · 826 accts · $366K emplr
2022$22.3M · 775 accts · $265K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,957
Total administrative$14,957
Employer contributions to the Stephens College plan · 2024
Employer contribution per active participant$1,383
Median for plans this size$2,416
2024$1,383 per active participant
2023$921 per active participant
2022$752 per active participant

Stephens College's 2024 employer contribution ran below the $2,416 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 · 20242
TIAA · Recordkeeping · Custodial (securities)$12,849
FIDELITY INVESTMENTS · Recordkeeping · Custodial (securities)$2,108

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Fidelity, TIAA
2023Fidelity, TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,957 · 0.06%
2023$2,432 · 0.01%
2022$2,623 · 0.01%
Same employer
Similar plansEducational Services · Missouri
Westminster College MO$31.5M · 0.18%
Logan University MO$29.8M · 0.02%
Culver Stockton College MO$29.5M · 0.00%
The Barstow School MO$26.9M · 0.24%
William Woods University MO$21.7M · 0.47%
Whitfield School MO$19.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430670936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.