Plan Ledger DOL Form 5500 · updated monthly

Maumee Valley Country Day School403(b)

MAUMEE VALLEY COUNTRY DAY SCHOOL DC RETIREMENT PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Maumee Valley Country Day School reported $27,771 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,727 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 0.17% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,400th-largest of 3,295 plans among Ohio employers on file, and 1,641st of 3,091 in educational services. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 100 to 125 since 2022.

Plan summary
Net assets, end of year$18,619,537
Participants with balances222
Active participants125
Employer contributions$215,925
Employee contributions$357,089
Employer contribution per active participant$1,727
Average account balance$83,872
Benefits paid to participants$1,561,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 222 accts · $216K emplr
2023$17.6M · 224 accts · $206K emplr
2022$16.9M · 235 accts · $227K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,771
Total administrative$27,771
Employer contributions to the Maumee Valley Country Day School plan · 2024
Employer contribution per active participant$1,727
Median for plans this size$2,416
2024$1,727 per active participant
2023$2,339 per active participant
2022$2,267 per active participant

Maumee Valley Country Day School's 2024 employer contribution ran below the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$27,051
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp
ROYAL ALLIANCE ASSOCIATES INC. · Investment advisory (plan)indirect comp

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$27,771 · 0.15%
2023$29,190 · 0.17%
2022$33,120 · 0.17%
Similar plansEducational Services · Ohio
The Wellington School OH$22.8M · 0.21%
The Miami Valley School OH$20.2M · 0.08%
Lake Ridge Academy OH$17.8M · 0.07%
Old Trail School OH$17.0M · 0.24%
University of Rio Grande OH$16.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344431301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.