Plan Ledger DOL Form 5500 · updated monthly

Trevecca Nazarene University403(b)

TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Trevecca Nazarene University reported $247,835 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,314 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 0.43% to 0.47%. 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 268th-largest of 1,496 plans among Tennessee employers on file, and the 854th of 3,091 in educational services. In 2024, employees put in $2.63 for every $1.00 the employer contributed; active participation has grown from 359 to 455 since 2022.

Plan summary
Net assets, end of year$55,031,300
Participants with balances716
Active participants455
Employer contributions$598,078
Employee contributions$1,573,519
Employer contribution per active participant$1,314
Average account balance$76,859
Benefits paid to participants$2,574,463
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$55.0M · 716 accts · $598K emplr
2023$49.8M · 698 accts · $547K emplr
2022$44.9M · 678 accts · $966K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$247,695
Audit (IQPA)$140
Total administrative$247,835
The Trevecca Nazarene University 401(k) match · 2024
Employer contribution per active participant$1,314
Median for plans this size$3,635
2024$1,314 per active participant
2023$1,243 per active participant
2022$2,691 per active participant

Trevecca Nazarene University's 2024 employer contribution ran below the $3,635 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 · 20245
TIAA - TEACHERS INSURANCE & ANNUITY · Recordkeeping$59,942
MILLENNIUM ADVISORY SERVICES, INC · Investment advisory (participants) · Investment advisory (plan)$57,320
HUB INVESTMENT PARTNERS · Investment advisory (participants) · Investment advisory (plan)$56,665
TRG FIDUCIARY SERVICES, LLC · Investment advisory (plan)$43,281
TRG ADVISORS, INC. · Investment advisory (plan) · Named fiduciary$30,000

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$247,835 · 0.47%
2023$219,329 · 0.46%
2022$183,244 · 0.43%
Same employer
Similar plansEducational Services · Tennessee
Baylor School Dc Plan TN$76.7M · 0.09%
Lincoln Memorial University TN$73.2M · 0.30%
Lee University TN$66.5M · 0.04%
The McCallie School TN$64.7M · 0.04%
Freed-Hardeman University TN$47.1M · 0.35%
Montgomery Bell Academy TN$46.7M · 0.01%
Harpeth Hall School TN$45.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620497990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.