Plan Ledger DOL Form 5500 · updated monthly

Darlington School403(b)

DARLINGTON SCHOOL DC PLAN · ROME, GA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Darlington School reported $66,318 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,315 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 0.11% to 0.16%. 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 523rd-largest of 2,160 plans among Georgia employers on file, and the 1,024th of 3,091 in educational services. In 2024, the employer put in $1.69 for every $1.00 employees contributed themselves; active participation has grown from 179 to 201 since 2022.

Plan summary
Net assets, end of year$43,299,835
Participants with balances413
Active participants201
Employer contributions$867,271
Employee contributions$512,819
Employer contribution per active participant$4,315
Average account balance$104,842
Benefits paid to participants$3,391,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 413 accts · $867K emplr
2023$40.0M · 399 accts · $824K emplr
2022$36.1M · 399 accts · $812K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,318
Total administrative$66,318
Employer contributions to the Darlington School plan · 2024
Employer contribution per active participant$4,315
Median for plans this size$2,416
2024$4,315 per active participant
2023$4,358 per active participant
2022$4,538 per active participant

Darlington School'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 · 20242
TIAA · Recordkeeping · Custodial$25,329
CANNON FINANCIAL STRATEGISTS, INC. · Investment advisory (plan)$40,989

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$66,318 · 0.16%
2023$55,138 · 0.14%
2022$42,663 · 0.11%
Same employer
Similar plansEducational Services · Georgia
Piedmont University GA$44.1M · 0.12%
Oglethorpe University GA$41.4M · 0.12%
Life University, Inc. GA$41.0M · 0.01%
Covenant College, Inc. GA$37.9M · 0.02%
Trinity School, Inc. GA$36.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580566169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.