Plan Ledger DOL Form 5500 · updated monthly

Marin Country Day School403(b)

MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN · CORTE MADERA, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Marin Country Day School reported $65,415 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,073 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 0.06% to 0.11%. 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 1,411th-largest of 9,483 plans among California employers on file, and the 755th of 3,091 in educational services. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,325,378
Participants with balances397
Active participants205
Employer contributions$835,064
Employee contributions$1,882,177
Employer contribution per active participant$4,073
Average account balance$164,548
Benefits paid to participants$2,898,420
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$65.3M · 397 accts · $835K emplr
2023$58.7M · 382 accts · $760K emplr
2022$50.3M · 388 accts · $732K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,791
Audit (IQPA)$624
Total administrative$65,415
Employer contributions to the Marin Country Day School plan · 2024
Employer contribution per active participant$4,073
Median for plans this size$3,635
2024$4,073 per active participant
2023$3,727 per active participant
2022$3,756 per active participant

Marin Country Day 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
MORGAN STANLEY GLOBAL BANK OPS · Investment advisory (plan)$24,970
TIAA$23,442
HOOD & STRONG LLP · Investment advisory (plan)$15,500

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$65,415 · 0.11%
2023$66,210 · 0.12%
2022$31,692 · 0.06%
Same employer
Similar plansEducational Services · California
Kipp Bay Area Schools CA$67.3M · 0.41%
Marlborough School CA$64.3M · 0.07%
Oakwood School CA$63.2M · 0.17%
Francis Parker School CA$60.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941375791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.