Plan Ledger DOL Form 5500 · updated monthly

North Shore Country Day School403(b)

NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WINNETKA, IL · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

North Shore Country Day School reported $42,469 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,185 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 0.05% to 0.09%. 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 952nd-largest of 3,702 plans among Illinois employers on file, and the 944th of 3,091 in educational services. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 168 to 139 since 2022.

Plan summary
Net assets, end of year$47,796,655
Participants with balances396
Active participants139
Employer contributions$720,722
Employee contributions$1,091,895
Employer contribution per active participant$5,185
Average account balance$120,699
Benefits paid to participants$4,281,126
Plan auditDisclaimer of opinion
AuditorPASQUESI SHEPPARD LLC
Plan history3
Yearassets · accounts · employer contribution
2024$47.8M · 396 accts · $721K emplr
2023$45.3M · 402 accts · $854K emplr
2022$41.2M · 409 accts · $828K emplr
Employer contributions to the North Shore Country Day School plan · 2024
Employer contribution per active participant$5,185
Median for plans this size$2,416
2024$5,185 per active participant
2023$5,930 per active participant
2022$4,931 per active participant

North Shore Country Day School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
TIAA$32,594
PLANPILOT LLC · Investment advisory (plan)$7,650

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$42,469 · 0.09%
2023$26,200 · 0.06%
2022$20,710 · 0.05%
Same employer
Similar plansEducational Services · Illinois
Francis W. Parker School IL$86.0M · 0.05%
McKendree University IL$62.5M · 0.07%
Lake Forest Academy IL$43.8M · 0.30%
Erikson Institute IL$43.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361558460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.