Plan Ledger DOL Form 5500 · updated monthly

Battle Ground Academy403(b)

BATTLE GROUND ACADEMY PENSION PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Battle Ground Academy reported $99,899 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,591 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 0.33% to 0.43%. 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 473rd-largest of 1,496 plans among Tennessee employers on file, and the 1,427th of 3,091 in educational services. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 169 to 300 since 2022.

Plan summary
Net assets, end of year$24,901,467
Participants with balances275
Active participants300
Employer contributions$477,199
Employee contributions$816,935
Employer contribution per active participant$1,591
Average account balance$90,551
Benefits paid to participants$1,316,226
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 275 accts · $477K emplr
2023$21.8M · 272 accts · $463K emplr
2022$19.4M · 264 accts · $475K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,899
Total administrative$99,899
Employer contributions to the Battle Ground Academy plan · 2024
Employer contribution per active participant$1,591
Median for plans this size$2,416
2024$1,591 per active participant
2023$2,216 per active participant
2022$2,808 per active participant

Battle Ground Academy'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
BATTLE GROUND ACADEMY$38,858
ASCENSUS C/O FUTURE PLAN · Other servicesindirect comp

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$99,899 · 0.43%
2023$69,235 · 0.34%
2022$70,228 · 0.33%
Same employer
Similar plansEducational Services · Tennessee
Maryville College TN$34.2M · 0.32%
St. Mary's Episcopal School TN$27.7M · 0.15%
Franklin Road Academy TN$27.3M · 0.07%
The Hutchison School TN$27.2M · 0.16%
Chancelight, Inc. TN$24.8M · 0.66%
Tusculum University TN$22.2M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 620125920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.