Plan Ledger DOL Form 5500 · updated monthly

The Sisters of Saint Ann, Inc. dba Anna Maria College403(b)

ANNA MARIA COLLEGE DC RETIREMENT PLAN · PAXTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

The Sisters of Saint Ann, Inc. dba Anna Maria College reported $19,393 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,837 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,175th-largest of 2,726 plans among Massachusetts employers on file, and the 1,468th of 3,091 in educational services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,512,706
Participants with balances307
Active participants178
Employer contributions$326,987
Employee contributions$587,291
Employer contribution per active participant$1,837
Average account balance$76,589
Benefits paid to participants$1,346,966
Plan auditUnmodified (clean) audit opinion
AuditorBOLLUS LYNCH, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.5M · 307 accts · $327K emplr
2023$21.2M · 310 accts · $317K emplr
2022$19.3M · 320 accts · $277K emplr
Employer contributions to the The Sisters of Saint Ann, Inc. dba Anna Maria College plan · 2024
Employer contribution per active participant$1,837
Median for plans this size$2,416
2024$1,837 per active participant
2023$1,789 per active participant
2022$1,524 per active participant

The Sisters of Saint Ann, Inc. dba Anna Maria College's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CHIMENTO & WEBB, P.C.$9,956
MMA SECURITIES LLC$6,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$19,393 · 0.09%
2023$11,718 · 0.06%
2022$16,024 · 0.08%
Same employer
Similar plansEducational Services · Massachusetts
Dean College MA$26.7M · 0.21%
Schools for Children, Inc. MA$26.1M · 0.00%
Brimmer and May School MA$25.6M · 0.26%
Shorelight, LLC MA$22.7M · 0.61%
The Pingree School, Inc. MA$22.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042002060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.