Plan Ledger DOL Form 5500 · updated monthly

Aquinas Institute of Rochester403(b)

AQUINAS INSTITUTE OF ROCHESTER 403(B) RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Aquinas Institute of Rochester reported $19,347 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,063 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 0.08% to 0.12%. 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 2,776th-largest of 5,648 plans among New York employers on file, and 1,728th of 3,091 in educational services. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,832,383
Participants with balances201
Active participants113
Employer contributions$233,155
Employee contributions$472,587
Employer contribution per active participant$2,063
Average account balance$83,743
Benefits paid to participants$1,682,155
Plan auditDisclaimer of opinion
AuditorDEJOY & CO. CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 201 accts · $233K emplr
2023$15.8M · 211 accts · $198K emplr
2022$13.9M · 208 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,347
Total administrative$19,347
Employer contributions to the Aquinas Institute of Rochester plan · 2024
Employer contribution per active participant$2,063
Median for plans this size$2,416
2024$2,063 per active participant
2023$1,678 per active participant
2022$1,903 per active participant

Aquinas Institute of Rochester'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 · 20241
TIAA · Plan administrator$19,575

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$19,347 · 0.12%
2023$15,659 · 0.11%
2022$11,533 · 0.08%
Similar plansEducational Services · New York
Stephen Gaynor School NY$18.0M · 0.05%
Village Community School NY$17.5M · 0.13%
Cicatelli Associates Inc. NY$17.0M · 0.08%
Fred S. Keller School NY$16.5M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.