Retirement plan

GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN

Name: GETTYSBURG COLLEGE - GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN (2023) Form 5500
Creator: GETTYSBURG COLLEGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN, GETTYSBURG COLLEGE

GETTYSBURG COLLEGEEIN 23-1352641Plan #003PY 2023

300 N WASHINGTON ST,, P.O. BOX 2443 - GETTYSBURG, PA 17325717-337-6211gettysburg.eduLinkedIn501-1000 employeeshigher education

Other plans on this EIN

1 filing

#002Retirement-$168.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$90.5M

-11.0% from 2016

Total participants

1,200

-3.4% from 2016

Average account balance

$76,338

-7.2% from 2016

Annual return

15.17%

-9.88 pp from 2016

Benchmarks

See 964 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort964 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$100.01M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$85K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,170

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.73M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.30%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$81

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TIAA4 years Service code 15 · EIN 13-1624203	Recordkeeping	$65,249
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764	Advisory (Plan)	$11,084
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INV INST OPERATION CO, LLC Service code 64 · EIN 04-2647786	Recordkeeping Fees	$162

Plan features & details

Pension benefit codes2F2G2L2M2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$77K

$117 / participant

Recordkeeping$66K85.6%
Investment mgmt$11K14.4%

% of EOY assets

0.085%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: INSERO AND CO. CPAS, LLP
Auditor EIN: 475324570
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,338

$83,884-9.0%

$64,110+19.1%

$74,478+2.5%

Participation rate

97.9%

76.6%+21.3pp

72.3%+25.5pp

70.7%+27.1pp

Annual return

15.17%

16.57%-1.4pp

33.75%-18.6pp

34.37%-19.2pp

Employer contribution / active EE

$3,084-100.0%

$2,751-100.0%

$2,637-100.0%

Participant deferral / active EE

$5,495

$3,692+48.8%

$3,883+41.5%

$4,530+21.3%

Admin fee / account holder

$65

$196-67.0%

$3,071-97.9%

$347-81.4%

Provider

Service type

Compensation

TIAA4 years

Service code 15 · EIN 13-1624203

Recordkeeping

$65,249

FIDUCIENT ADVISORS LLC1 year

Filed as: FIDUCIENT ADVISORS, LLC

Service code 27 · EIN 36-4001764

Advisory (Plan)

$11,084

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INV INST OPERATION CO, LLC

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$162

GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GETTYSBURG COLLEGE TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion