Plan Ledger DOL Form 5500 · updated monthly

Paul Public Charter School, Inc.403(b)

PAUL PUBLIC CHARTER SCHOOL 403(B) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Paul Public Charter School, Inc. reported $12,444 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,550 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 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (441st of 618), and 2,124th of 3,091 in educational services. In 2024, the employer put in $1.62 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,863,760
Participants with balances403
Active participants156
Employer contributions$709,828
Employee contributions$439,272
Employer contribution per active participant$4,550
Average account balance$24,476
Benefits paid to participants$551,025
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 403 accts · $710K emplr
2023$8.3M · 394 accts · $660K emplr
2022$6.7M · 378 accts · $647K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,444
Total administrative$12,444
Employer contributions to the Paul Public Charter School, Inc. plan · 2024
Employer contribution per active participant$4,550
Median for plans this size$1,313
2024$4,550 per active participant
2023$4,343 per active participant
2022$4,259 per active participant

Paul Public Charter School, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator$12,444

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$12,444 · 0.14%
2023$14,688 · 0.19%
2022$11,030 · 0.17%
Same employer
Similar plansEducational Services · District of Columbia
Strategix Management LLC DC$6.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522139528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.