Retirement plan

RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON

Name: UNIVERSITY OF SCRANTON - RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON (2025) Form 5500
Creator: UNIVERSITY OF SCRANTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON, UNIVERSITY OF SCRANTON

UNIVERSITY OF SCRANTONEIN 24-0795495Plan #001PY 2025

800 LINDEN STREET - SCRANTON, PA 18510570-941-7767scranton.eduLinkedIn1001-5000 employeeshigher education

Other plans on this EIN

2 filings

#002Retirement-$153.8M assets #003Retirement-$105.3M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$25.6M

-8.5% from 2017

Total participants

377

-25.3% from 2017

Average account balance

$68,901

-5.3% from 2017

Annual return

9.04%

-8.67 pp from 2017

Benchmarks

See 176 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort176 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.63M

Not enough data

1 years with asset history on file

Average account balance

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

$69K

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.

372

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$755K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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 1 by compensation

Provider	Service type	Compensation
TIAA5 years Service code 15 · EIN 13-1624203	Recordkeeping	$16,391

Plan features & details

Pension benefit codes2C2F2G2M2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$16K

$64 / participant

Recordkeeping$16K100.0%

% of EOY assets

0.064%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,901

$84,045-18.0%

$77,361-10.9%

$69,255-0.5%

Participation rate

98.0%

71.8%+26.2pp

75.0%+23.1pp

69.0%+29.0pp

Annual return

9.04%

12.46%-3.4pp

1011.54%-1002.5pp

26.73%-17.7pp

Employer contribution / active EE

$2,959

$2,954+0.2%

$2,990-1.0%

$2,645+11.9%

Participant deferral / active EE

$3,349-100.0%

$3,911-100.0%

$2,890-100.0%

Admin fee / account holder

$44

$239-81.6%

$5,894-99.3%

$733-94.0%

Provider

Service type

Compensation

TIAA5 years

Service code 15 · EIN 13-1624203

Recordkeeping

$16,391

RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR CLERICAL AND MAINTENANCE EMPLOYEES OF THE UNIVERSITY OF SCRANTON

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