Plan Ledger DOL Form 5500 · updated monthly

Brookstone School, Inc.403(b)

BROOKSTONE SCHOOL, INC. RETIREMENT PLAN · COLUMBUS, GA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Brookstone School, Inc. reported $19,245 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,842 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 0.086% to 0.091%. 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 830th-largest of 2,160 plans among Georgia employers on file, and 1,549th of 3,091 in educational services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,482,150
Participants with balances314
Active participants143
Employer contributions$263,437
Employee contributions$458,803
Employer contribution per active participant$1,842
Average account balance$68,414
Benefits paid to participants$1,919,797
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON, GRIMES & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$21.5M · 314 accts · $263K emplr
2023$20.8M · 302 accts · $223K emplr
2022$20.2M · 300 accts · $222K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,204
Total administrative$19,245
Employer contributions to the Brookstone School, Inc. plan · 2024
Employer contribution per active participant$1,842
Median for plans this size$2,416
2024$1,842 per active participant
2023$1,484 per active participant
2022$1,560 per active participant

Brookstone School, Inc.'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 · 20241
TIAA$19,579

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$19,245 · 0.09%
2023$17,566 · 0.09%
2022$17,416 · 0.09%
Similar plansEducational Services · Georgia
Lyrasis GA$22.8M · 0.02%
The Galloway Schools, Inc. GA$20.8M · 0.39%
Stratford Academy, Inc. GA$20.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 586003670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.