Plan Ledger DOL Form 5500 · updated monthly

University of Jamestown dba Jamestown College403(b)

UNIVERSITY OF JAMESTOWN 403(B) DC PLAN · JAMESTOWN, ND · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

University of Jamestown dba Jamestown College reported $31,056 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,437 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 3 years on file its reported administrative ratio has held roughly steady near 0.120%. 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 89th-largest of 279 plans among North Dakota employers on file, and the 1,367th of 3,091 in educational services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 344 to 418 since 2022.

Plan summary
Net assets, end of year$27,016,722
Participants with balances355
Active participants418
Employer contributions$600,547
Employee contributions$983,053
Employer contribution per active participant$1,437
Average account balance$76,103
Benefits paid to participants$3,173,664
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 355 accts · $601K emplr
2023$24.6M · 340 accts · $539K emplr
2022$21.1M · 231 accts · $497K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,056
Total administrative$31,056
Employer contributions to the University of Jamestown dba Jamestown College plan · 2024
Employer contribution per active participant$1,437
Median for plans this size$2,416
2024$1,437 per active participant
2023$1,086 per active participant
2022$1,444 per active participant

University of Jamestown dba Jamestown College's 2024 employer contribution ran below the $2,416 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 · 20244
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$3,420
EMPOWER ADVISORY GROUP, LLC · Investment management$339
ASCENSUS INCindirect comp

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$31,056 · 0.12%
2023$24,896 · 0.11%
2022$28,573 · 0.12%
Same employer
Similar plansEducational Services · North Dakota
University of Mary ND$71.7M · 0.27%
Cardigan Mountain School NH$27.1M · 0.32%
Walsh College MI$27.1M · 0.22%
Middlesex School MA$27.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450231180 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.