Plan Ledger DOL Form 5500 · updated monthly

Miss Porters School, Inc.403(b)

MISS PORTER'S SCHOOL 403(B) RETIREMENT PLAN · FARMINGTON, CT · plan year 2025

Reported admin expense ratio · 2025
0.14%

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

Miss Porters School, Inc. reported $83,116 in plan administrative expenses for 2025: 0.14% of average plan assets, above the peer median. Employer contributions averaged $5,098 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 0.10% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 258th-largest of 1,106 plans among Connecticut employers on file, and the 764th of 3,091 in educational services. In 2025, employees put in $1.00 for every $1.00 the employer contributed; active participation has grown from 181 to 211 since 2022.

Plan summary
Net assets, end of year$64,146,643
Participants with balances455
Active participants211
Employer contributions$1,075,707
Employee contributions$1,075,997
Employer contribution per active participant$5,098
Average account balance$140,982
Benefits paid to participants$4,433,160
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$64.1M · 455 accts · $1.1M emplr
2024$57.8M · 456 accts · $1.0M emplr
2023$53.8M · 475 accts · $971K emplr
2022$46.0M · 477 accts · $925K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$83,116
Total administrative$83,116
Employer contributions to the Miss Porters School, Inc. plan · 2025
Employer contribution per active participant$5,098
Median for plans this size$4,093
2025$5,098 per active participant
2024$5,039 per active participant
2023$4,903 per active participant
2022$5,108 per active participant

Miss Porters School, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
FIDUCIENT ADVISORS LLC$36,227
CLIFTON LARSON ALLEN LLP$13,650
THE ANGELL PENSION GROUP, INC.$6,550

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$83,116 · 0.14%
2024$56,095 · 0.10%
2023$41,095 · 0.08%
2022$47,733 · 0.10%
Similar plansEducational Services · Connecticut
Hopkins School CT$90.7M · 0.02%
Kent School Corporation CT$74.7M · 0.24%
Greens Farms Academy, Inc. CT$63.7M · 0.10%
King School, Inc. CT$58.8M · 0.13%
Avon Old Farms School, Inc. CT$56.2M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060646786 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.