Plan Ledger DOL Form 5500 · updated monthly

Capital City Public Charter School Inc.403(b)

CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Capital City Public Charter School Inc. reported $108,136 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,140 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 0.60% to 0.52%. 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 among the smaller plans on file in District of Columbia (320th of 618), and the 1,525th of 3,091 in educational services. In 2024, the employer put in $1.12 for every $1.00 employees contributed themselves; active participation has shrunk from 256 to 228 since 2022.

Plan summary
Net assets, end of year$22,156,267
Participants with balances443
Active participants228
Employer contributions$944,012
Employee contributions$841,028
Employer contribution per active participant$4,140
Average account balance$50,014
Benefits paid to participants$1,807,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.2M · 443 accts · $944K emplr
2023$19.4M · 330 accts · $1.1M emplr
2022$15.6M · 427 accts · $857K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$108,136
Total administrative$108,136
Employer contributions to the Capital City Public Charter School Inc. plan · 2024
Employer contribution per active participant$4,140
Median for plans this size$2,416
2024$4,140 per active participant
2023$4,754 per active participant
2022$3,347 per active participant

Capital City Public Charter School Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
LINCOLN NATIONAL CORPORATION · Contract administrator$108,136

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$108,136 · 0.52%
2023$85,944 · 0.49%
2022$86,878 · 0.60%
Similar plansEducational Services · District of Columbia
Dc Preparatory Academy DC$23.4M · 0.39%
Childrens Defense Fund DC$20.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522210775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.