Plan Ledger DOL Form 5500 · updated monthly

Mary Institute and Saint Louis Country Day School403(b)

MARY INSTITUTE AND SAINT LOUIS COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Mary Institute and Saint Louis Country Day School reported $57,635 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,431 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 fell from 0.10% to 0.07%. 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 203rd-largest of 1,393 plans among Missouri employers on file, and the 580th of 3,091 in educational services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$90,411,804
Participants with balances660
Active participants486
Employer contributions$1,667,704
Employee contributions$1,535,442
Employer contribution per active participant$3,431
Average account balance$136,988
Benefits paid to participants$7,002,888
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$90.4M · 660 accts · $1.7M emplr
2023$84.1M · 431 accts · $1.6M emplr
2022$76.3M · 420 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,635
Total administrative$57,635
Employer contributions to the Mary Institute and Saint Louis Country Day School plan · 2024
Employer contribution per active participant$3,431
Median for plans this size$3,635
2024$3,431 per active participant
2023$2,965 per active participant
2022$3,027 per active participant

Mary Institute and Saint Louis Country Day School'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 · 20241
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment management$57,634

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$57,635 · 0.07%
2023$59,154 · 0.07%
2022$71,923 · 0.10%
Same employer
Similar plansEducational Services · Missouri
The Principia Corporation MO$130.1M · 0.01%
Kansas City University MO$97.0M · 0.10%
Rockhurst University MO$87.4M · 0.14%
Drury University MO$82.4M · 0.14%
Lindenwood University MO$80.6M · 0.17%
John Burroughs School MO$79.6M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430653366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.