Plan Ledger DOL Form 5500 · updated monthly

John Adams Academy403(b)

JOHN ADAMS ACADEMY 403B PLAN · ROSEVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
1.11%

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

John Adams Academy reported $90,590 in plan administrative expenses for 2022: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,093 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,495th of 9,483), and 2,123rd of 3,091 in educational services. In 2022, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,866,466
Participants with balances705
Active participants625
Employer contributions$1,307,957
Employee contributions$1,385,045
Employer contribution per active participant$2,093
Average account balance$13,995
Benefits paid to participants$248,484
Plan auditUnmodified (clean) audit opinion
AuditorGILBERT CPAS
Administrative expenses, itemized · 2022
Investment management$54,847
Professional / advisory$35,743
Total administrative$90,590
Employer contributions to the John Adams Academy plan · 2022
Employer contribution per active participant$2,093
Median for plans this size$1,114

John Adams Academy's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$90,590 · 1.11%
Similar plansEducational Services · California
College Track CA$10.3M · 0.53%
Pacific Charter Institute CA$10.2M · 0.18%
Think Together CA$10.1M · 2.71%
Live Oak School CA$9.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271896345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.