Plan Ledger DOL Form 5500 · updated monthly

Tennessee Aquarium403(b)

TENNESSEE AQUARIUM RETIREMENT PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Tennessee Aquarium reported $52,492 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $2,567 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 0.16% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 386th-largest of 1,496 plans among Tennessee employers on file, and the 295th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 242 to 343 since 2022.

Plan summary
Net assets, end of year$33,250,794
Participants with balances445
Active participants343
Employer contributions$880,640
Employee contributions$1,325,033
Employer contribution per active participant$2,567
Average account balance$74,721
Benefits paid to participants$998,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 445 accts · $881K emplr
2023$27.8M · 423 accts · $787K emplr
2022$23.2M · 395 accts · $589K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,396
Investment management$36,412
Total administrative$52,492
Employer contributions to the Tennessee Aquarium plan · 2024
Employer contribution per active participant$2,567
Median for plans this size$2,416
2024$2,567 per active participant
2023$3,050 per active participant
2022$2,436 per active participant

Tennessee Aquarium's 2024 employer contribution ran above 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$36,412
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,396

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$52,492 · 0.17%
2023$49,614 · 0.19%
2022$42,740 · 0.16%
Similar plansArts, Entertainment & Recreation · Tennessee
Broadcast Music, Inc. TN$149.7M · 0.01%
Ksa Industries, Inc. TN$39.9M · 0.15%
Memphis Basketball LLC TN$17.4M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 581837154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.