Plan Ledger DOL Form 5500 · updated monthly

The Rock and Roll Hall of Fame and Museum, Inc.403(b)

THE ROCK AND ROLL HALL OF FAME AND MUSEUM, INC. TAX DEFERRED ANNUITY PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

The Rock and Roll Hall of Fame and Museum, Inc. reported $71,507 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,258 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 0.50% to 0.54%. 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 among the smaller plans on file in Ohio (1,677th of 3,295), and the 550th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.04 for every $1.00 the employer contributed; active participation has grown from 160 to 229 since 2022.

Plan summary
Net assets, end of year$13,864,333
Participants with balances258
Active participants229
Employer contributions$288,138
Employee contributions$875,720
Employer contribution per active participant$1,258
Average account balance$53,738
Benefits paid to participants$1,611,557
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 258 accts · $288K emplr
2023$12.8M · 196 accts · $253K emplr
2022$10.9M · 192 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,507
Total administrative$71,507
Employer contributions to the The Rock and Roll Hall of Fame and Museum, Inc. plan · 2024
Employer contribution per active participant$1,258
Median for plans this size$2,416
2024$1,258 per active participant
2023$1,601 per active participant
2022$1,388 per active participant

The Rock and Roll Hall of Fame and Museum, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$71,507
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp

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$71,507 · 0.54%
2023$61,912 · 0.52%
2022$59,151 · 0.50%
Same employer
Similar plansArts, Entertainment & Recreation · Ohio
New Albany Company OH$19.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341520995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.