Plan Ledger DOL Form 5500 · updated monthly

University of Pikeville403(b)

UNIVERSITY OF PIKEVILLE RETIREMENT PLAN · PIKEVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

University of Pikeville reported $14,408 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,099 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 0.19% to 0.03%. 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 153rd-largest of 871 plans among Kentucky employers on file, and the 966th of 3,091 in educational services. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 512 to 581 since 2022.

Plan summary
Net assets, end of year$46,732,208
Participants with balances755
Active participants581
Employer contributions$1,800,288
Employee contributions$1,675,861
Employer contribution per active participant$3,099
Average account balance$61,897
Benefits paid to participants$7,016,549
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.7M · 755 accts · $1.8M emplr
2023$45.0M · $1.6M emplr
2022$38.8M · 695 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,408
Total administrative$14,408
Employer contributions to the University of Pikeville plan · 2024
Employer contribution per active participant$3,099
Median for plans this size$2,416
2024$3,099 per active participant
2023$2,860 per active participant
2022$2,811 per active participant

University of Pikeville's 2024 employer contribution ran above 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 · 20243
TIAA$52,275
PLANPILOT, LLC · Investment advisory (plan)$33,525
VALIC$14,408

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$14,408 · 0.03%
2023$14,218 · 0.03%
2022$79,840 · 0.19%
Similar plansEducational Services · Kentucky
Asbury College KY$63.5M · 0.01%
Georgetown College KY$55.8M · 0.06%
Asbury Theological Seminary KY$46.7M · 0.19%
Spalding University KY$42.9M · 0.20%
Alice Lloyd College KY$27.6M · 0.07%
The Lexington School KY$27.3M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610444788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.