Plan Snapshot
- Plan Sponsor: University Of Evansville
- Sponsor EIN: 350868074
- Sponsor Address: 1800 LINCOLN AVE, EVANSVILLE, IN, 47722
- Plan Type: 403(b)
- Total Participants: 892
- Total Assets: $193.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 892 | $193.2M | $1.5M | $1.9M |
| 2023 | 1,319 | $187.7M | $1.5M | $1.9M |
| 2022 | 359 | $172.6M | $1.4M | $1.9M |
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 | NONE | $62,046 | — | $62,046 |
| PLANPILOT, LLC | NONE | $29,994 | — | $29,994 |
| HARDING, SHYMANSKI & CO, P.S.C. | NONE | $7,851 | — | $7,851 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- HARDING, SHYMANSKI & CO, P.S.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,891
- Estimated Expense Ratio: 0.052% 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 | $99,891 | — | — | $7,851 | — |
| 2023 | $93,331 | — | — | $12,000 | — |
| 2022 | $118,777 | — | $7,000 | — | $52,828 |