Plan Ledger DOL Form 5500 · updated monthly

Augusta Preparatory Day School403(b)

AUGUSTA PREPARATORY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · MARTINEZ, GA · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Augusta Preparatory Day School reported $2,565 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,794 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 among the smaller plans on file in Georgia (1,167th of 2,160), and 2,015th of 3,091 in educational services. In 2022, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,196,725
Participants with balances166
Active participants65
Employer contributions$116,581
Employee contributions$341,573
Employer contribution per active participant$1,794
Average account balance$67,450
Benefits paid to participants$408,566
Plan auditDisclaimer of opinion
AuditorSEROTTA MADDOCKS EVANS & CO., CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $32K emplr
2022$11.2M · 166 accts · $117K emplr
Administrative expenses, itemized · 2022
Professional / advisory$1,879
Total administrative$2,565
Employer contributions to the Augusta Preparatory Day School plan · 2022
Employer contribution per active participant$1,794
Median for plans this size$2,266

Augusta Preparatory Day School's 2022 employer contribution ran below 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$2,565 · 0.02%
Similar plansEducational Services · Georgia
Tallulah Falls School Inc GA$13.0M · 0.00%
United Parents, Inc. GA$11.6M · 0.48%
The Children's School, Inc. GA$11.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581874724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.