Plan Ledger DOL Form 5500 · updated monthly

Avery Coonley School403(b)

AVERY COONLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · DOWNERS GROVE, IL · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Avery Coonley School reported $53,116 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,331 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 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,664th-largest of 3,702 plans among Illinois employers on file, and 1,573rd of 3,091 in educational services. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,734,679
Participants with balances149
Active participants76
Employer contributions$253,157
Employee contributions$528,817
Employer contribution per active participant$3,331
Average account balance$139,159
Benefits paid to participants$551,999
Plan auditUnmodified (clean) audit opinion
AuditorSMITH AND HOWARD, PC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,135
Audit (IQPA)$981
Total administrative$53,116
Employer contributions to the Avery Coonley School plan · 2024
Employer contribution per active participant$3,331
Median for plans this size$2,416

Avery Coonley School's 2024 employer contribution ran above 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 · 20243
TIAA$21,046
MORGAN STANLEY · Investment advisory (plan)$19,813
MORGANSTANLEY GLOBAL BANKING OPS · Investment advisory (plan)$11,275

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

Administrative cost history1
2024$53,116 · 0.27%
Similar plansEducational Services · Illinois
Acero Schools IL$25.3M · 0.46%
Marist High School IL$24.9M · 0.24%
Elim Christian Services IL$22.7M · 0.69%
Onegoal IL$18.1M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 362171680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.