Plan Ledger DOL Form 5500 · updated monthly

Harpeth Hall School403(b)

HARPETH HALL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · NASHVILLE, TN · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Harpeth Hall School reported $24,375 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,712 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 has held roughly steady near 0.058%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 305th-largest of 1,496 plans among Tennessee employers on file, and the 998th of 3,091 in educational services. In 2023, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$44,968,800
Participants with balances335
Active participants162
Employer contributions$1,249,319
Employee contributions$1,180,671
Employer contribution per active participant$7,712
Average account balance$134,235
Benefits paid to participants$2,878,530
Plan auditDisclaimer of opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $291K emplr
2023$45.0M · 335 accts · $1.2M emplr
2022$38.8M · 334 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,375
Total administrative$24,375
Employer contributions to the Harpeth Hall School plan · 2023
Employer contribution per active participant$7,712
Median for plans this size$2,440
2023$7,712 per active participant
2022$7,222 per active participant

Harpeth Hall School's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LATTIMORE BLACK MORGAN & CAIN · Accounting / audit$13,000
ACCESS RETIREMENT SERVICES LLC · Other services$11,375

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

Administrative cost history3
2024Not separately reported
2023$24,375 · 0.06%
2022$23,565 · 0.06%
Same employer
Similar plansEducational Services · Tennessee
The McCallie School TN$64.7M · 0.04%
Freed-Hardeman University TN$47.1M · 0.35%
Montgomery Bell Academy TN$46.7M · 0.01%
Memphis University School TN$35.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620501916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.