Plan Ledger DOL Form 5500 · updated monthly

University of ScrantonMoney purchase plan

RETIREMENT PLAN FOR FACULTY, ADMINISTRATIVE AND PROFESSIONAL EMPLOYEES OF UNIVERSITY OF SCRANTON · SCRANTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

University of Scranton reported $138,606 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $7,423 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 rose from 0.06% to 0.09%. 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 348th-largest of 3,651 plans among Pennsylvania employers on file, and the 352nd of 3,091 in educational services.

Plan summary
Net assets, end of year$153,792,471
Participants with balances915
Active participants589
Employer contributions$4,372,427
Employee contributions—
Employer contribution per active participant$7,423
Average account balance$168,079
Benefits paid to participants$9,917,400
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$153.8M · 915 accts · $4.4M emplr
2023$145.2M · 913 accts · $4.6M emplr
2022$126.1M · 1,016 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,357
Investment management$61,000
Audit (IQPA)$30,783
Total administrative$138,606
Employer contributions to the University of Scranton plan · 2024
Employer contribution per active participant$7,423
Median for plans this size$3,635
2024$7,423 per active participant
2023$7,627 per active participant
2022$6,712 per active participant

University of Scranton's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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$43,357
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan) · Investment management$61,000
FORVIS MAZARS, LLP · Accounting / audit$30,783

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, Transamerica

This plan has changed recordkeepers within these filings. If you left University of Scranton before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$138,606 · 0.09%
2023$122,529 · 0.09%
2022$77,979 · 0.06%
All plans at this employer3
RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTONMoney purchase plan
RETIREMENT PLAN FOR FACULTY, ADMINISTRATIVE AND PROFESSIONAL EMPLOYEES OF UNIVERSITY OF SCRANTONMoney purchase plan
THE UNIVERSITY OF SCRANTON MANDATORY TAX DEFERRED ANNUITY PLAN403(b)
Same employer
Similar plansEducational Services · Pennsylvania
Susquehanna University PA$174.7M · 0.08%
Law School Admission Council PA$171.6M · 0.04%
Arcadia University PA$170.9M · 0.00%
Elizabethtown College PA$154.0M · 0.09%
Allegheny College PA$151.6M · 0.08%
Ursinus College PA$147.8M · 0.06%
Moravian University PA$147.6M · 0.10%
Kings College PA$144.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240795495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.