Plan Ledger DOL Form 5500 · updated monthly

Community School of Naples403(b)

COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Community School of Naples reported $84,339 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $3,250 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 3 years on file its reported administrative ratio has held roughly steady near 0.307%. 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 848th-largest of 3,644 plans among Florida employers on file, and the 1,320th of 3,091 in educational services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,750,935
Participants with balances265
Active participants276
Employer contributions$896,995
Employee contributions$1,255,765
Employer contribution per active participant$3,250
Average account balance$108,494
Benefits paid to participants$3,058,690
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 265 accts · $897K emplr
2023$26.2M · 259 accts · $893K emplr
2022$22.1M · 250 accts · $977K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,845
Investment management$36,494
Total administrative$84,339
Employer contributions to the Community School of Naples plan · 2024
Employer contribution per active participant$3,250
Median for plans this size$2,416
2024$3,250 per active participant
2023$3,516 per active participant
2022$3,580 per active participant

Community School of Naples'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$47,845
EVERHART ADVISORS · Investment advisory (plan)$36,494

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$84,339 · 0.31%
2023$73,070 · 0.30%
2022$74,264 · 0.31%
Same employer
Similar plansEducational Services · Florida
British School of America FL$31.1M · 0.19%
Bisk Education, Inc. FL$30.0M · 0.11%
Oak Hall Private School FL$22.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591920297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.