Plan Ledger DOL Form 5500 · updated monthly

Heathwood Hall Episcopal School403(b)

HEATHWOOD HALL EPISCOPAL SCHOOL DEFINED CONTRIBUTION PLAN · COLUMBIA, SC · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Heathwood Hall Episcopal School reported $67,933 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,205 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other educational services employers. By assets it is the 293rd-largest of 807 plans among South Carolina employers on file, and 1,686th of 3,091 in educational services. In 2022, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,674,187
Participants with balances307
Active participants141
Employer contributions$310,944
Employee contributions$524,009
Employer contribution per active participant$2,205
Average account balance$57,571
Benefits paid to participants$948,090
Plan auditUnmodified (clean) audit opinion
AuditorTHE HOBBS GROUP, PA
Plan history2
Yearassets · accounts · employer contribution
2023— · $304K emplr
2022$17.7M · 307 accts · $311K emplr
Administrative expenses, itemized · 2022
Investment management$67,933
Total administrative$67,933
Employer contributions to the Heathwood Hall Episcopal School plan · 2022
Employer contribution per active participant$2,205
Median for plans this size$2,266

Heathwood Hall Episcopal School's 2022 employer contribution ran below the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$67,933 · 0.36%
Same employer
Similar plansEducational Services · South Carolina
Newberry College SC$22.2M · 0.10%
Ashley Hall School SC$21.7M · 0.04%
Spartanburg Day School SC$19.7M · 0.13%
Hammond School SC$15.8M · 0.00%
Southside Christian School SC$12.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570358065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.