Oup USAMoney purchase plan
OUP USA DEFINED CONTRIBUTION RETIREMENT PLAN · CARY, NC · plan year 2023
Oup USA reported $75,787 in plan administrative expenses for 2023: 0.10% of average plan assets, below 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.
Across the 2 years on file its reported administrative ratio fell from 0.13% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other information & media employers. By assets it is the 268th-largest of 2,005 plans among North Carolina employers on file, and the 384th of 2,199 in information & media.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 986001062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.