Plan Ledger DOL Form 5500 · updated monthly

Mayfield Junior School403(b)

MAYFIELD JUNIOR SCHOOL OF THE HOLY CHILD JESUS DEFINED CONTRIBUTION RETIREMENT PLAN · PASADENA, CA · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Mayfield Junior School reported $45,072 in plan administrative expenses for 2025: 0.15% of average plan assets, below the peer median. Employer contributions averaged $7,921 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 3 years on file its reported administrative ratio rose from 0.13% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 2,527th-largest of 9,483 plans among California employers on file, and the 1,234th of 3,091 in educational services. In 2025, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,413,706
Participants with balances180
Active participants97
Employer contributions$768,371
Employee contributions$651,030
Employer contribution per active participant$7,921
Average account balance$180,076
Benefits paid to participants$1,282,865
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$32.4M · 180 accts · $768K emplr
2024$27.9M · 188 accts · $694K emplr
2023$24.3M · 180 accts · $643K emplr
2022$21.1M · 170 accts · $569K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$45,072
Total administrative$45,072
Employer contributions to the Mayfield Junior School plan · 2025
Employer contribution per active participant$7,921
Median for plans this size$2,666
2025$7,921 per active participant
2024$6,941 per active participant
2023$6,566 per active participant
2022$5,470 per active participant

Mayfield Junior School's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MORGAN STANLEY · Investment advisory (plan)$30,330
TIAA$14,742

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$45,072 · 0.15%
2024$20,047 · 0.08%
2023$24,960 · 0.11%
2022$29,158 · 0.13%
Same employer
Similar plansEducational Services · California
Curtis School Foundation CA$33.6M · 0.13%
Menlo College CA$33.3M · 0.09%
Rocketship Education CA$32.6M · 0.18%
Fairmont Schools, Inc. CA$32.5M · 0.34%
Etr Associates, Inc. CA$31.8M · 0.17%
Landmark Worldwide CA$31.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952559423 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.