Plan Ledger DOL Form 5500 · updated monthly

University of Northwestern - St. Paul403(b)

UNIVERSITY OF NORTHWESTERN - ST. PAUL 403(B) PLAN · ST. PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

University of Northwestern - St. Paul reported $111,212 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $1,401 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 0.16%. 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 379th-largest of 1,918 plans among Minnesota employers on file, and the 714th of 3,091 in educational services. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 939 to 844 since 2022.

Plan summary
Net assets, end of year$69,522,613
Participants with balances776
Active participants844
Employer contributions$1,182,400
Employee contributions$2,561,739
Employer contribution per active participant$1,401
Average account balance$89,591
Benefits paid to participants$8,660,368
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$69.5M · 776 accts · $1.2M emplr
2023$66.5M · 779 accts · $765K emplr
2022$61.3M · 778 accts · $748K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$111,212
Total administrative$111,212
Employer contributions to the University of Northwestern - St. Paul plan · 2024
Employer contribution per active participant$1,401
Median for plans this size$3,635
2024$1,401 per active participant
2023$853 per active participant
2022$796 per active participant

University of Northwestern - St. Paul'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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$127,426
TAX SHELTERED COMPENSATION, INC. · Other services$350
MORGAN STANLEY · Investment managementindirect comp
CLIFTONLARSONALLEN · Accounting / auditindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect 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$111,212 · 0.16%
2023$107,628 · 0.17%
2022$114,823 · 0.17%
Same employer
Similar plansEducational Services · Minnesota
The Blake School MN$127.5M · 0.11%
Edmentum MN$115.4M · 0.02%
Breck School MN$113.9M · 0.03%
Infinite Campus, Inc. MN$75.7M · 0.40%
Shattuck-St. Mary's School MN$30.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410711610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.