Plan Ledger DOL Form 5500 · updated monthly

The Univ. of Arizona Global Campus403(b)

THE UNIVERSITY OF ARIZONA GLOBAL CAMPUS 403(B) RETIREMENT · CHANDLER, AZ · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

The Univ. of Arizona Global Campus reported $51,252 in plan administrative expenses for 2022: 0.23% of average plan assets, below the peer median. Employer contributions averaged $320 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 323rd-largest of 1,285 plans among Arizona employers on file, and the 1,436th of 3,091 in educational services. In 2022, employees put in $4.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,397,154
Participants with balances1,295
Active participants3,024
Employer contributions$966,846
Employee contributions$4,197,640
Employer contribution per active participant$320
Average account balance$18,840
Benefits paid to participants$1,048,908
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1.5M emplr
2022$24.4M · 1,295 accts · $967K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,165
Investment management$34,087
Total administrative$51,252
Employer contributions to the The Univ. of Arizona Global Campus plan · 2022
Employer contribution per active participant$320
Median for plans this size$2,266

The Univ. of Arizona Global Campus's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$51,252 · 0.23%
Similar plansEducational Services · Arizona
Phoenix Country Day School AZ$47.7M · 0.10%
Charter One, LLC AZ$33.2M · 1.10%
Legacy Traditional Schools AZ$32.5M · 0.28%
Eduvision, Inc. AZ$17.2M · 1.08%
Parchment LLC AZ$15.6M · 0.51%
Prescott College AZ$14.8M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 852480775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.