Plan Ledger DOL Form 5500 · updated monthly

University of the Ozarks403(b)

UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN · CLARKSVILLE, AR · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

University of the Ozarks reported $47,213 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $2,366 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 0.15% to 0.18%. 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 120th-largest of 456 plans among Arkansas employers on file, and the 1,352nd of 3,091 in educational services. In 2024, the employer put in $4.39 for every $1.00 employees contributed themselves; active participation has shrunk from 441 to 337 since 2022.

Plan summary
Net assets, end of year$27,437,453
Participants with balances440
Active participants337
Employer contributions$797,278
Employee contributions$181,658
Employer contribution per active participant$2,366
Average account balance$62,358
Benefits paid to participants$1,264,554
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 440 accts · $797K emplr
2023$25.1M · 443 accts · $793K emplr
2022$23.0M · 434 accts · $735K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,213
Total administrative$47,213
Employer contributions to the University of the Ozarks plan · 2024
Employer contribution per active participant$2,366
Median for plans this size$2,416
2024$2,366 per active participant
2023$2,367 per active participant
2022$1,666 per active participant

University of the Ozarks'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 · 20242
CAPFINANCIAL PARTNERS, LLC$29,145
TIAA-TEACH INS & ANN ASSOC OF AMER · Loan processing$18,062

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$47,213 · 0.18%
2023$34,889 · 0.15%
2022$33,559 · 0.15%
Similar plansEducational Services · Arkansas
Harding University AR$201.9M · 0.08%
Hendrix College AR$95.7M · 0.07%
John Brown University AR$63.7M · 0.18%
Pulaski Academy AR$20.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710236867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.