Plan Ledger DOL Form 5500 · updated monthly

Facing History and Ourselves, Inc.403(b)

FACING HISTORY AND OURSELVES 403(B) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Facing History and Ourselves, Inc. reported $56,297 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,349 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 0.21% 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 865th-largest of 2,726 plans among Massachusetts employers on file, and the 1,114th of 3,091 in educational services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,461,201
Participants with balances318
Active participants203
Employer contributions$1,085,819
Employee contributions$1,817,850
Employer contribution per active participant$5,349
Average account balance$117,803
Benefits paid to participants$4,076,808
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 318 accts · $1.1M emplr
2023$34.0M · 299 accts · $1.0M emplr
2022$30.4M · 306 accts · $874K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,297
Total administrative$56,297
Employer contributions to the Facing History and Ourselves, Inc. plan · 2024
Employer contribution per active participant$5,349
Median for plans this size$2,416
2024$5,349 per active participant
2023$5,229 per active participant
2022$4,649 per active participant

Facing History and Ourselves, Inc.'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 · 20245
LION STREET ADVISORS · Investment advisory (plan)$20,000
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$20,000
CAPITAL GROUP RETIREMENT PLAN SERVI$16,742
ANGELL PENSION GROUP · Contract administrator$2,500
RELIASTAR LIFE INSURANCE COindirect 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$56,297 · 0.16%
2023$80,969 · 0.25%
2022$60,718 · 0.21%
Same employer
Similar plansEducational Services · Massachusetts
The Fay School MA$40.2M · 0.04%
Nichols College MA$40.0M · 0.20%
Lawrence Academy MA$39.2M · 0.09%
American Student Assistance MA$38.2M · 0.01%
Boston Higashi School, Inc MA$36.9M · 0.01%
The Pike School, Inc. MA$35.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042761636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.