Plan Ledger DOL Form 5500 · updated monthly

Renbrook School, Inc.403(b)

RENBROOK SCHOOL 403(B) RETIREMENT PLAN · WEST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Renbrook School, Inc. reported $16,830 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,039 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 0.06%. 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 436th-largest of 1,106 plans among Connecticut employers on file, and the 1,310th of 3,091 in educational services. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,090,139
Participants with balances232
Active participants95
Employer contributions$193,694
Employee contributions$450,218
Employer contribution per active participant$2,039
Average account balance$125,389
Benefits paid to participants$3,225,599
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.1M · 232 accts · $194K emplr
2023$28.5M · 229 accts · $181K emplr
2022$26.3M · 223 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,830
Total administrative$16,830
Employer contributions to the Renbrook School, Inc. plan · 2024
Employer contribution per active participant$2,039
Median for plans this size$2,416
2024$2,039 per active participant
2023$1,753 per active participant
2022$1,877 per active participant

Renbrook School, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
CLIFTON LARSON ALLEN LLP$12,285

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$16,830 · 0.06%
2023$20,325 · 0.07%
2022$14,261 · 0.05%
Similar plansEducational Services · Connecticut
Kingswood Oxford School CT$35.2M · 0.48%
Eagle Hill School CT$32.5M · 0.13%
Goodwin University, Inc. CT$31.2M · 0.64%
The Forman School, Inc. CT$28.9M · 0.06%
Post University, Inc. CT$28.5M · 0.04%
Ethel Walker School CT$27.5M · 0.10%
The Rectory School CT$24.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060646702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.