Plan Ledger DOL Form 5500 · updated monthly

Miami Country Day School403(b)

MIAMI COUNTRY DAY SCHOOL RETIREMENT PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Miami Country Day School reported $100,766 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,060 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 0.07% to 0.18%. 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 477th-largest of 3,644 plans among Florida employers on file, and the 824th of 3,091 in educational services. In 2024, employees put in $1.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,289,567
Participants with balances598
Active participants387
Employer contributions$1,571,187
Employee contributions$1,926,823
Employer contribution per active participant$4,060
Average account balance$97,474
Benefits paid to participants$3,823,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.3M · 598 accts · $1.6M emplr
2023$52.8M · 582 accts · $1.5M emplr
2022$46.3M · 555 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,138
Total administrative$100,766
Employer contributions to the Miami Country Day School plan · 2024
Employer contribution per active participant$4,060
Median for plans this size$3,635
2024$4,060 per active participant
2023$3,962 per active participant
2022$3,580 per active participant

Miami 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
TIAA · Recordkeeping$46,282
ARMANINO, LLP · Accounting / audit$37,800
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$18,206

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,766 · 0.18%
2023$38,072 · 0.08%
2022$31,628 · 0.07%
Same employer
Similar plansEducational Services · Florida
The Bolles School FL$68.9M · 0.30%
Flagler College FL$56.4M · 0.39%
Uma Education, Inc. FL$55.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591278987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.