Plan Ledger DOL Form 5500 · updated monthly

Calvert Hall College of Baltimore City403(b)

CALVERT HALL COLLEGE OF BALTIMORE CITY 403(B) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Calvert Hall College of Baltimore City reported $42,306 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $3,668 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 fell from 0.27% to 0.15%. 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 479th-largest of 1,671 plans among Maryland employers on file, and the 1,313th of 3,091 in educational services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 139 to 159 since 2022.

Plan summary
Net assets, end of year$28,974,490
Participants with balances210
Active participants159
Employer contributions$583,140
Employee contributions$1,032,343
Employer contribution per active participant$3,668
Average account balance$137,974
Benefits paid to participants$2,342,592
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 210 accts · $583K emplr
2023$27.2M · 205 accts · $571K emplr
2022$22.9M · 201 accts · $490K emplr
Administrative expenses, itemized · 2024
Investment management$42,306
Total administrative$42,306
Employer contributions to the Calvert Hall College of Baltimore City plan · 2024
Employer contribution per active participant$3,668
Median for plans this size$2,416
2024$3,668 per active participant
2023$3,912 per active participant
2022$3,522 per active participant

Calvert Hall College of Baltimore City'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$57,432
LINCOLN NATIONAL CORPORATION · Contract administrator$1,600
ASCENSUS · 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$42,306 · 0.15%
2023$53,912 · 0.22%
2022$59,429 · 0.27%
Same employer
Similar plansEducational Services · Maryland
French International School MD$35.5M · 0.02%
Glenelg Country School MD$34.5M · 0.00%
McLean School of Maryland MD$31.9M · 0.35%
The Foundation Schools MD$28.2M · 0.04%
Washington Episcopal School MD$27.8M · 0.19%
German School MD$26.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520607966 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.