Plan Ledger DOL Form 5500 · updated monthly

University Corporation for Atmospheric Research403(b)

UCAR RETIREMENT PLAN · BOULDER, CO · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

University Corporation for Atmospheric Research reported $333,670 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $9,461 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 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other educational services employers. By assets it is the 12th-largest of 1,461 plans among Colorado employers on file, and the 43rd of 3,091 in educational services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has grown from 1,444 to 1,643 since 2022.

Plan summary
Net assets, end of year$1,230,562,754
Participants with balances4,509
Active participants1,643
Employer contributions$15,544,437
Employee contributions$14,821,671
Employer contribution per active participant$9,461
Average account balance$272,913
Benefits paid to participants$83,129,214
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 4,509 accts · $15.5M emplr
2023$1.1B · 4,532 accts · $15.2M emplr
2022$1.0B · 4,333 accts · $13.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$249,272
Audit (IQPA)$26,618
Total administrative$333,670
Employer contributions to the University Corporation for Atmospheric Research plan · 2024
Employer contribution per active participant$9,461
Median for plans this size$5,259
2024$9,461 per active participant
2023$9,090 per active participant
2022$9,232 per active participant

University Corporation for Atmospheric Research's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top 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 · 20243
TIAA · Recordkeeping · Pension consulting$249,272
MULTNOMAH GROUP, INC · Consulting$57,780
CLIFTONLARSONALLEN LLP · Accounting / audit$26,618

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$333,670 · 0.03%
2023$314,614 · 0.03%
2022$242,296 · 0.02%
Same employer
Similar plansEducational Services · Colorado
American University DC$1.4B · 0.02%
Hofstra University NY$1.3B · 0.03%
Howard University DC$1.2B · 0.06%
Villanova University PA$1.2B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840412668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.