Plan Ledger DOL Form 5500 · updated monthly

University Athletic Association, Inc.Money purchase plan

UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSION · GAINESVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

University Athletic Association, Inc. reported $1,407 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,306 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 461st-largest of 3,644 plans among Florida employers on file, and the 792nd of 3,091 in educational services. active participation has grown from 304 to 1,912 since 2022.

Plan summary
Net assets, end of year$61,261,365
Participants with balances682
Active participants1,912
Employer contributions$2,496,599
Employee contributions$0
Employer contribution per active participant$1,306
Average account balance$89,826
Benefits paid to participants$7,454,943
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MOORE AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$61.3M · 682 accts · $2.5M emplr
2023$59.8M · 601 accts · $1.7M emplr
2022$52.6M · 608 accts · $982K emplr
Administrative expenses, itemized · 2024
Investment management$5,532
Total administrative$1,407
Employer contributions to the University Athletic Association, Inc. plan · 2024
Employer contribution per active participant$1,306
Median for plans this size$3,635
2024$1,306 per active participant
2023$4,806 per active participant
2022$3,229 per active participant

University Athletic Association, Inc.'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 · 20241

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$1,407 · 0.00%
2023$4,829 · 0.01%
2022$4,453 · 0.01%
All plans at this employer2
UNIVERSITY ATHLETIC ASSOCIATION, INC. EMPLOYEES' MONEY PURCHASE PENSIONMoney purchase plan
UNIVERSITY ATHLETIC ASSOCIATION 403B PLAN403(b)
Same employer
Similar plansEducational Services · Florida
The Bolles School FL$68.9M · 0.30%
Miami Country Day School FL$58.3M · 0.18%
Flagler College FL$56.4M · 0.39%
Uma Education, Inc. FL$55.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 596002050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.