Plan Ledger DOL Form 5500 · updated monthly

Transylvania University403(b)

TRANSYLVANIA UNIVERSITY RETIREMENT PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Transylvania University reported $1,135 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,795 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 0.01% to 0.00%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 106th-largest of 871 plans among Kentucky employers on file, and the 664th of 3,091 in educational services. In 2024, the employer put in $1.92 for every $1.00 employees contributed themselves; active participation has grown from 275 to 412 since 2022.

Plan summary
Net assets, end of year$77,593,787
Participants with balances691
Active participants412
Employer contributions$1,563,621
Employee contributions$813,060
Employer contribution per active participant$3,795
Average account balance$112,292
Benefits paid to participants$5,728,412
Plan auditUnmodified (clean) audit opinion
AuditorBLUE AND CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$77.6M · 691 accts · $1.6M emplr
2023$72.1M · 665 accts · $1.5M emplr
2022$65.1M · 665 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Investment management$1,135
Total administrative$1,135
Employer contributions to the Transylvania University plan · 2024
Employer contribution per active participant$3,795
Median for plans this size$3,635
2024$3,795 per active participant
2023$3,261 per active participant
2022$5,431 per active participant

Transylvania University's 2024 employer contribution ran above the $3,635 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 · Recordkeeping · Pension consulting$1,135

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$1,135 · 0.00%
2023$884 · 0.00%
2022$6,583 · 0.01%
Same employer
Similar plansEducational Services · Kentucky
Berea College KY$168.2M · 0.11%
Centre College KY$112.2M · 0.15%
Bellarmine University KY$104.0M · 0.17%
Asbury College KY$63.5M · 0.01%
Georgetown College KY$55.8M · 0.06%
Asbury Theological Seminary KY$46.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610444825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.