Plan Ledger DOL Form 5500 · updated monthly

University of Hartford403(b)

UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN · WEST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

University of Hartford reported $165,956 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,210 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 0.041% to 0.037%. 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 55th-largest of 1,106 plans among Connecticut employers on file, and the 124th of 3,091 in educational services. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has shrunk from 877 to 777 since 2022.

Plan summary
Net assets, end of year$457,536,049
Participants with balances2,170
Active participants777
Employer contributions$4,048,541
Employee contributions$4,700,133
Employer contribution per active participant$5,210
Average account balance$210,846
Benefits paid to participants$36,614,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$457.5M · 2,170 accts · $4.0M emplr
2023$435.1M · 2,227 accts · $4.7M emplr
2022$396.5M · 2,254 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,000
Investment management$47,526
Audit (IQPA)$12,000
Total administrative$165,956
Employer contributions to the University of Hartford plan · 2024
Employer contribution per active participant$5,210
Median for plans this size$4,294
2024$5,210 per active participant
2023$5,796 per active participant
2022$5,305 per active participant

University of Hartford'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 · 20243
TIAA · Recordkeeping · Pension consulting$104,095
USI CONSULTING GROUP · Consulting$47,431
COHNREZNICK LLP · Accounting / audit$12,000

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$165,956 · 0.04%
2023$174,570 · 0.04%
2022$174,417 · 0.04%
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%
Trinity College CT$381.4M · 0.04%
Quinnipiac University CT$335.0M · 0.06%
University of New Haven CT$317.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060731360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.