Plan Ledger DOL Form 5500 · updated monthly

University of Evansville403(b)

UNIVERSITY OF EVANSVILLE DEFINED CONTRIBUTION RETIREMENT PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

University of Evansville reported $99,891 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,651 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 0.06% to 0.05%. 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 81st-largest of 1,562 plans among Indiana employers on file, and the 290th of 3,091 in educational services. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 359 to 892 since 2022.

Plan summary
Net assets, end of year$193,188,375
Participants with balances1,226
Active participants892
Employer contributions$1,473,087
Employee contributions$1,925,163
Employer contribution per active participant$1,651
Average account balance$157,576
Benefits paid to participants$20,512,564
Plan auditDisclaimer of opinion
AuditorHARDING, SHYMANSKI & CO, P.S.C
Plan history3
Yearassets · accounts · employer contribution
2024$193.2M · 1,226 accts · $1.5M emplr
2023$187.7M · 1,220 accts · $1.5M emplr
2022$172.6M · 1,229 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,046
Audit (IQPA)$7,851
Total administrative$99,891
Employer contributions to the University of Evansville plan · 2024
Employer contribution per active participant$1,651
Median for plans this size$3,635
2024$1,651 per active participant
2023$1,105 per active participant
2022$3,865 per active participant

University of Evansville'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 · 20243
TIAA · Recordkeeping · Pension consulting$62,046
PLANPILOT, LLC · Consulting$29,994
HARDING, SHYMANSKI & CO, P.S.C. · Accounting / audit$7,851

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$99,891 · 0.05%
2023$93,331 · 0.05%
2022$118,777 · 0.06%
Same employer
Similar plansEducational Services · Indiana
Butler University IN$373.4M · 0.08%
Depauw University IN$251.6M · 0.08%
University of Indianapolis IN$172.5M · 0.01%
St. Mary's College IN$143.7M · 0.03%
Wabash College IN$119.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350868074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.