Plan Ledger DOL Form 5500 · updated monthly

Phoenix Country Day School403(b)

PHOENIX COUNTRY DAY SCHOOL 403B RETIREMENT PLAN · PARADISE VALLEY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Phoenix Country Day School reported $45,137 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,621 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 0.08% to 0.10%. 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 202nd-largest of 1,285 plans among Arizona employers on file, and the 948th of 3,091 in educational services. In 2024, employees put in $1.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,729,845
Participants with balances190
Active participants162
Employer contributions$1,072,593
Employee contributions$1,415,002
Employer contribution per active participant$6,621
Average account balance$251,210
Benefits paid to participants$3,172,977
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.7M · 190 accts · $1.1M emplr
2023$42.3M · 185 accts · $983K emplr
2022$37.0M · 185 accts · $958K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,137
Total administrative$45,137
Employer contributions to the Phoenix Country Day School plan · 2024
Employer contribution per active participant$6,621
Median for plans this size$2,416
2024$6,621 per active participant
2023$6,104 per active participant
2022$5,915 per active participant

Phoenix 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$44,637

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$45,137 · 0.10%
2023$38,037 · 0.10%
2022$32,911 · 0.08%
Same employer
Similar plansEducational Services · Arizona
Sdi Education, Inc. AZ$65.8M · 0.00%
Zovio, Inc AZ$58.3M · 0.15%
Asu Enterprise Partners AZ$52.2M · 0.12%
Great Hearts Academies AZ$50.1M · 0.43%
Charter One, LLC AZ$33.2M · 1.10%
Legacy Traditional Schools AZ$32.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860172671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.