# Mercer University 403(b) Plan
Source: https://planprovider.pro/companies/mercer-university-403b-plan

> Mercer University's 403(b) plan: 1,938 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mercer University

- **Sponsor EIN:** 580566167

- **Sponsor Address:** 1501 MERCER UNIVERSITY DRIVE, MACON, GA, 312070001

- **Plan Type:** 403(b)

- **Total Participants:** 1,938

- **Total Assets:** $558.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,938|$558.7M|$10.8M|$7.7M|

| 2023|1,961|$514.4M|$10.2M|$7.2M|

| 2022|1,902|$453.8M|$9.9M|$7.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA-TEACHERS INS & ANNUITY ASSOC|Other Service Provider|$191,956|—|$191,956|

| SAGEVIEW ADVISORY GROUP LLC|Other Service Provider|$67,500|—|$67,500|

| CORPORATION OF MERCER UNIVERSITY|Other Service Provider|$61,310|—|$61,310|

| MCNAIR MCLEMORE MIDDLEBROOKS & CO|Auditor|$52,760|—|$52,760|

| GUIDESTONE FINANCIAL RESOURCES|Other Service Provider|—|$18,647|$18,647|

| EQUITABLE FINANCIAL LIFE INS CO|RECORDKEEPER|—|$8,978|$8,978|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA-TEACHERS INS & ANNUITY ASSOC](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — Other Service Provider

- [EQUITABLE FINANCIAL LIFE INS CO](https://planprovider.pro/provider/equitable) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $401,151

- **Estimated Expense Ratio:** 0.072% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$130,977|$67,500|$2,167|$52,760|—|

| 2023|$119,993|$67,500|$2,493|$50,000|—|

| 2022|$209,511|$68,935|$92,576|—|$48,000|

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