Plan Ledger DOL Form 5500 · updated monthly

Columbus School for Girls403(b)

COLUMBUS SCHOOL FOR GIRLS RETIREMENT PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Columbus School for Girls reported $97,338 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,227 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 0.16% to 0.27%. 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 826th-largest of 3,295 plans among Ohio employers on file, and the 1,122nd of 3,091 in educational services. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$37,216,521
Participants with balances315
Active participants112
Employer contributions$473,406
Employee contributions$451,633
Employer contribution per active participant$4,227
Average account balance$118,148
Benefits paid to participants$2,254,984
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 315 accts · $473K emplr
2023$35.0M · 308 accts · $416K emplr
2022$35.4M · 318 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,338
Total administrative$97,338
Employer contributions to the Columbus School for Girls plan · 2024
Employer contribution per active participant$4,227
Median for plans this size$2,416
2024$4,227 per active participant
2023$3,785 per active participant
2022$3,331 per active participant

Columbus School for Girls'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 · 20243
MMA SECURITIES LLC · Investment advisory (plan)$40,000
TIAA$38,158
GBQ PARTNERS INC. · Accounting / audit$15,500

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$97,338 · 0.27%
2023$83,029 · 0.24%
2022$52,387 · 0.16%
Same employer
Similar plansEducational Services · Ohio
Laurel School OH$37.4M · 0.02%
Western Reserve Academy OH$30.2M · 0.20%
Cleveland Institute of Art OH$29.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 314379452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.