Retirement plan

UNIVERSITY ATHLETIC ASSOCIATION 403B PLAN

Name: UNIVERSITY ATHLETIC ASSOCIATION INC. - UNIVERSITY ATHLETIC ASSOCIATION 403B PLAN (2024) Form 5500
Creator: UNIVERSITY ATHLETIC ASSOCIATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNIVERSITY ATHLETIC ASSOCIATION 403B PLAN, UNIVERSITY ATHLETIC ASSOCIATION INC.

UNIVERSITY ATHLETIC ASSOCIATION INC.EIN 59-6002050Plan #002PY 2024

P.O. BOX 14485 - GAINESVILLE, FL 32604352-375-4683floridagators.comLinkedIn1001-5000 employeessports

Other plans on this EIN

1 filing

#001Retirement-$70.2M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$10.2M

+42.5% from 2023

Total participants

510

+3.0% from 2023

Average account balance

$46,608

+19.7% from 2023

Annual return

28.53%

-0.59 pp from 2023

Benchmarks

See 952 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants250-999

Cohort952 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.21M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

219

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.

39.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.58M

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

+28.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$5,337

Plan features & details

Pension benefit codes2T3H2F2J2R

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).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$11 / participant

Recordkeeping$5K93.5%
Investment mgmt$3596.5%

% of EOY assets

0.054%

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: JAMES MOORE & CO
Auditor EIN: 593204548
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,608

$91,692-49.2%

$67,561-31.0%

$77,714-40.0%

Participation rate

39.8%

76.0%-36.3pp

72.9%-33.2pp

70.6%-30.8pp

Annual return

28.53%

14.88%+13.7pp

3525.44%-3496.9pp

31.26%-2.7pp

Employer contribution / active EE

$3,188-100.0%

$2,735-100.0%

$2,727-100.0%

Participant deferral / active EE

$3,279

$3,912-16.2%

$4,003-18.1%

$4,649-29.5%

Admin fee / account holder

$25

$245-89.7%

$4,006-99.4%

$433-94.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$5,337

UNIVERSITY ATHLETIC ASSOCIATION 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNIVERSITY ATHLETIC ASSOCIATION 403B 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