Plan Ledger DOL Form 5500 · updated monthly

The University of Tampa403(b)

UNIVERSITY OF TAMPA DEFINED CONTRIBUTION RETIREMENT PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The University of Tampa reported $132,755 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,479 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 0.05% to 0.06%. 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 163rd-largest of 3,644 plans among Florida employers on file, and the 252nd of 3,091 in educational services. In 2024, employees put in $1.16 for every $1.00 the employer contributed; active participation has grown from 916 to 1,651 since 2022.

Plan summary
Net assets, end of year$226,802,423
Participants with balances1,661
Active participants1,651
Employer contributions$5,743,913
Employee contributions$6,637,717
Employer contribution per active participant$3,479
Average account balance$136,546
Benefits paid to participants$12,944,729
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON ALLEN LARSON, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$226.8M · 1,661 accts · $5.7M emplr
2023$203.6M · 1,622 accts · $5.1M emplr
2022$177.5M · 1,679 accts · $4.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,610
Investment management$52,660
Total administrative$132,755
Employer contributions to the The University of Tampa plan · 2024
Employer contribution per active participant$3,479
Median for plans this size$3,635
2024$3,479 per active participant
2023$4,927 per active participant
2022$4,745 per active participant

The University of Tampa's 2024 employer contribution ran below the $3,635 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 · 20242
TIAA · Recordkeeping · Pension consulting$71,610
SEGAL ADVISORS, INC · Investment management$52,660

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$132,755 · 0.06%
2023$121,823 · 0.06%
2022$88,248 · 0.05%
Similar plansEducational Services · Florida
Anthology Inc. FL$270.1M · 0.09%
Stetson University FL$262.3M · 0.07%
Rollins College FL$218.4M · 0.19%
Laureate Education, Inc. FL$173.5M · 0.18%
Eckerd College, Inc. FL$153.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590624459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.