Plan Ledger DOL Form 5500 · updated monthly

John Burroughs School403(b)

JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

John Burroughs School reported $34,665 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,145 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 0.04% to 0.05%. 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 232nd-largest of 1,393 plans among Missouri employers on file, and the 653rd of 3,091 in educational services. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$79,599,639
Participants with balances349
Active participants174
Employer contributions$1,069,168
Employee contributions$1,269,063
Employer contribution per active participant$6,145
Average account balance$228,079
Benefits paid to participants$3,232,799
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.6M · 349 accts · $1.1M emplr
2023$72.0M · 337 accts
2022$62.4M · 334 accts · $967K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,440
Audit (IQPA)$15,225
Total administrative$34,665
Employer contributions to the John Burroughs School plan · 2024
Employer contribution per active participant$6,145
Median for plans this size$3,635
2024$6,145 per active participant
2022$5,400 per active participant

John Burroughs School's 2024 employer contribution ran above 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 · 20243
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$15,641
ARMANINO, LLP · Accounting / audit$15,225

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$34,665 · 0.05%
2023$34,086 · 0.05%
2022$23,450 · 0.04%
Same employer
Similar plansEducational Services · Missouri
Rockhurst University MO$87.4M · 0.14%
Drury University MO$82.4M · 0.14%
Lindenwood University MO$80.6M · 0.17%
College of the Ozarks MO$72.1M · 0.26%
Columbia College MO$66.4M · 0.22%
Park University MO$66.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430652619 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.