Plan Ledger DOL Form 5500 · updated monthly

The College of Idaho403(b)

THE COLLEGE OF IDAHO 403(B) RETIREMENT PLAN · CALDWELL, ID · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The College of Idaho reported $52,397 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,233 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 fell from 0.12% to 0.11%. 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 44th-largest of 349 plans among Idaho employers on file, and the 917th of 3,091 in educational services. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 361 to 280 since 2022.

Plan summary
Net assets, end of year$49,609,450
Participants with balances532
Active participants280
Employer contributions$905,166
Employee contributions$1,375,400
Employer contribution per active participant$3,233
Average account balance$93,251
Benefits paid to participants$6,870,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.6M · 532 accts · $905K emplr
2023$48.0M · 481 accts · $777K emplr
2022$42.6M · 505 accts · $706K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,397
Total administrative$52,397
Employer contributions to the The College of Idaho plan · 2024
Employer contribution per active participant$3,233
Median for plans this size$2,416
2024$3,233 per active participant
2023$1,696 per active participant
2022$1,957 per active participant

The College of Idaho'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
AMERIPRISE FINANCIAL · Accounting / audit · Actuarial$11,842
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment management$40,556

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

Recordkeeper by year2
2024AMERIPRISE FINANCIAL
2023AMERIPRISE FINANCIAL

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

Administrative cost history3
2024$52,397 · 0.11%
2023$58,390 · 0.13%
2022$55,384 · 0.12%
Same employer
Similar plansEducational Services · Idaho
Worcester Academy MA$49.7M · 0.05%
The Bush School WA$49.7M · 0.15%
Hawken School OH$49.6M · 0.11%
Landon School Corporation MD$49.5M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 820200906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.