Plan Ledger DOL Form 5500 · updated monthly

Trinity College403(b)

TRINITY COLLEGE 403(B) RETIREMENT PLAN · HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Trinity College reported $161,328 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $7,184 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 0.02% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 66th-largest of 1,106 plans among Connecticut employers on file, and the 144th of 3,091 in educational services. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$381,419,670
Participants with balances1,792
Active participants688
Employer contributions$4,942,707
Employee contributions$3,683,834
Employer contribution per active participant$7,184
Average account balance$212,846
Benefits paid to participants$24,054,736
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$381.4M · 1,792 accts · $4.9M emplr
2023$357.2M · 1,796 accts · $4.6M emplr
2022$327.6M · 1,789 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,328
Total administrative$161,328
Employer contributions to the Trinity College plan · 2024
Employer contribution per active participant$7,184
Median for plans this size$4,294
2024$7,184 per active participant
2023$6,589 per active participant
2022$6,467 per active participant

Trinity College's 2024 employer contribution ran above the $4,294 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
FIDUCIARY INVESTMENT ADVISORS LLC$45,000
THE ANGELL PENSION GROUP, INC.$13,760

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$161,328 · 0.04%
2023$128,844 · 0.04%
2022$74,813 · 0.02%
Same employer
Similar plansEducational Services · Connecticut
Yale University CT$8.3B · 0.03%
Wesleyan University CT$688.1M · 0.03%
Fairfield University CT$492.6M · 0.05%
University of Hartford CT$457.5M · 0.04%
Quinnipiac University CT$335.0M · 0.06%
University of New Haven CT$317.9M · 0.03%
Connecticut College CT$302.5M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060646927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.