Plan Ledger DOL Form 5500 · updated monthly

Holy Innocents' Episcopal School, Inc.403(b)

HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Holy Innocents' Episcopal School, Inc. reported $39,333 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,972 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 rose from 0.05% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 373rd-largest of 2,160 plans among Georgia employers on file, and the 733rd of 3,091 in educational services. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 266 to 293 since 2022.

Plan summary
Net assets, end of year$67,086,428
Participants with balances610
Active participants293
Employer contributions$870,738
Employee contributions$1,558,412
Employer contribution per active participant$2,972
Average account balance$109,978
Benefits paid to participants$4,686,706
Plan auditUnmodified (clean) audit opinion
AuditorSMITH + HOWARD
Plan history3
Yearassets · accounts · employer contribution
2024$67.1M · 610 accts · $871K emplr
2023$60.3M · 587 accts · $823K emplr
2022$52.2M · 575 accts · $789K emplr
Employer contributions to the Holy Innocents' Episcopal School, Inc. plan · 2024
Employer contribution per active participant$2,972
Median for plans this size$3,635
2024$2,972 per active participant
2023$3,129 per active participant
2022$2,966 per active participant

Holy Innocents' Episcopal School, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA$32,354
PLANPILOT, LLC · Investment advisory (plan)$5,095

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$39,333 · 0.06%
2023$30,799 · 0.05%
2022$30,419 · 0.05%
Same employer
Similar plansEducational Services · Georgia
Morehouse College GA$85.1M · 0.10%
Paideia School GA$80.6M · 0.07%
Pace Academy, Inc. GA$69.7M · 0.19%
Brenau University GA$67.5M · 0.38%
Wesleyan School, Inc. GA$58.8M · 0.13%
Piedmont University GA$44.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581120296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.