Plan Ledger DOL Form 5500 · updated monthly

Eagle Hill School403(b)

EAGLE HILL FOUNDATION INC. 403(B) PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Eagle Hill School reported $40,630 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $5,156 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 0.15% to 0.13%. 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 401st-largest of 1,106 plans among Connecticut employers on file, and the 1,232nd of 3,091 in educational services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,457,193
Participants with balances174
Active participants116
Employer contributions$598,040
Employee contributions$1,297,820
Employer contribution per active participant$5,156
Average account balance$186,536
Benefits paid to participants$2,867,247
Plan auditUnmodified (clean) audit opinion
AuditorBERNARD ROBINSON & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$32.5M · 174 accts · $598K emplr
2023$29.7M · 179 accts · $627K emplr
2022$25.0M · 184 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,630
Total administrative$40,630
Employer contributions to the Eagle Hill School plan · 2024
Employer contribution per active participant$5,156
Median for plans this size$2,416
2024$5,156 per active participant
2023$5,271 per active participant
2022$4,985 per active participant

Eagle Hill 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,630
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$40,630 · 0.13%
2023$37,268 · 0.14%
2022$34,294 · 0.15%
Same employer
Similar plansEducational Services · Connecticut
Mitchell College CT$36.6M · 0.09%
Kingswood Oxford School CT$35.2M · 0.48%
Goodwin University, Inc. CT$31.2M · 0.64%
Renbrook School, Inc. CT$29.1M · 0.06%
The Forman School, Inc. CT$28.9M · 0.06%
Post University, Inc. CT$28.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061072231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.