Plan Ledger DOL Form 5500 · updated monthly

University of Cincinnati Foundation403(b)

UNIVERSITY OF CINCINNATI FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

University of Cincinnati Foundation reported $69,980 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,942 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 0.03% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 640th-largest of 3,295 plans among Ohio employers on file, and the 884th of 3,091 in educational services. In 2024, employees put in $1.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,272,518
Participants with balances388
Active participants157
Employer contributions$1,403,887
Employee contributions$1,598,945
Employer contribution per active participant$8,942
Average account balance$134,723
Benefits paid to participants$2,362,270
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.3M · 388 accts · $1.4M emplr
2023$46.0M · 388 accts · $1.4M emplr
2022$38.4M · 385 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,980
Total administrative$69,980
Employer contributions to the University of Cincinnati Foundation plan · 2024
Employer contribution per active participant$8,942
Median for plans this size$2,416
2024$8,942 per active participant
2023$8,040 per active participant
2022$7,763 per active participant

University of Cincinnati Foundation's 2024 employer contribution ran above the $2,416 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 · 20241
TIAA · Recordkeeping · Pension consulting$69,980

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$69,980 · 0.14%
2023$52,245 · 0.12%
2022$11,568 · 0.03%
Same employer
Similar plansEducational Services · Ohio
The Seven Hills School OH$64.9M · 0.08%
Hiram College OH$63.4M · 0.10%
Walsh University, Inc. OH$60.7M · 0.20%
Hathaway Brown School OH$51.8M · 0.04%
Wilmington College OH$51.2M · 0.03%
Hawken School OH$49.6M · 0.11%
Ohio Dominican University OH$43.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310896555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.