Plan Ledger DOL Form 5500 · updated monthly

Idyllwild Arts Foundation403(b)

IDYLLWILD ARTS FOUNDATION DC RETIREMENT PLAN · IDYLLWILD, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Idyllwild Arts Foundation reported $7,267 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,205 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 4,076th-largest of 9,483 plans among California employers on file, and 1,723rd of 3,091 in educational services. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,877,242
Participants with balances371
Active participants188
Employer contributions$226,583
Employee contributions$472,376
Employer contribution per active participant$1,205
Average account balance$45,491
Benefits paid to participants$1,333,154
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $177K emplr
2022$16.9M · 371 accts · $227K emplr
Employer contributions to the Idyllwild Arts Foundation plan · 2022
Employer contribution per active participant$1,205
Median for plans this size$2,266

Idyllwild Arts Foundation's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$7,267 · 0.04%
Same employer
Similar plansEducational Services · California
Laguna Blanca School CA$17.3M · 0.14%
Childrens Day School CA$17.0M · 0.04%
Carlthorp School CA$17.0M · 0.01%
Dunn School CA$17.0M · 0.02%
Phillips Brooks School CA$16.5M · 0.12%
Moreau Catholic High School CA$16.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951801279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.