Plan Ledger DOL Form 5500 · updated monthly

Episcopal High School403(b)

EPISCOPAL HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Episcopal High School reported $120,251 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $7,163 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 0.175%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 371st-largest of 2,266 plans among Virginia employers on file, and the 285th of 3,341 in other services. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has grown from 177 to 199 since 2022.

Plan summary
Net assets, end of year$71,626,437
Participants with balances474
Active participants199
Employer contributions$1,425,465
Employee contributions$1,593,980
Employer contribution per active participant$7,163
Average account balance$151,111
Benefits paid to participants$5,395,505
Plan auditDisclaimer of opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$71.6M · 474 accts · $1.4M emplr
2023$65.6M · 467 accts · $1.4M emplr
2022$54.9M · 472 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,405
Audit (IQPA)$3,846
Total administrative$120,251
Employer contributions to the Episcopal High School plan · 2024
Employer contribution per active participant$7,163
Median for plans this size$3,635
2024$7,163 per active participant
2023$8,332 per active participant
2022$6,960 per active participant

Episcopal High School's 2024 employer contribution ran above the $3,635 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
TIAA · Recordkeeping$57,525
CAPTRUST · Investment advisory (plan)$44,494
CAPTRUST · Investment advisory (plan)$15,361

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$120,251 · 0.18%
2023$115,386 · 0.19%
2022$108,600 · 0.18%
Same employer
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Volume Integration, LLC VA$78.0M · 0.01%
March of Dimes Inc. VA$76.1M · 0.20%
Metron, Inc. VA$67.7M · 0.13%
The Conservation Fund VA$66.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540506326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.