Plan Ledger DOL Form 5500 · updated monthly

Ashley Hall School403(b)

ASHLEY HALL DEFINED CONTRIBUTION RETIREMENT PLAN · CHARLESTON, SC · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Ashley Hall School reported $10,566 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,816 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 247th-largest of 807 plans among South Carolina employers on file, and the 1,540th of 3,091 in educational services. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,732,615
Participants with balances313
Active participants160
Employer contributions$450,571
Employee contributions$729,067
Employer contribution per active participant$2,816
Average account balance$69,433
Benefits paid to participants$1,603,128
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $481K emplr
2022$21.7M · 313 accts · $451K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,566
Total administrative$10,566
Employer contributions to the Ashley Hall School plan · 2022
Employer contribution per active participant$2,816
Median for plans this size$2,266

Ashley Hall School's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$10,566 · 0.04%
Same employer
Similar plansEducational Services · South Carolina
Coker University SC$30.2M · 0.13%
Benedict College SC$26.2M · 0.07%
Newberry College SC$22.2M · 0.10%
Spartanburg Day School SC$19.7M · 0.13%
Hammond School SC$15.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570314364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.