Plan Ledger DOL Form 5500 · updated monthly

Robert Louis Stevenson School403(b)

ROBERT LOUIS STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · PEBBLE BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Robert Louis Stevenson School reported $57,682 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $9,676 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 0.11% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,541st-largest of 9,483 plans among California employers on file, and the 812th of 3,091 in educational services. In 2024, the employer put in $1.48 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$59,210,496
Participants with balances357
Active participants188
Employer contributions$1,819,148
Employee contributions$1,230,365
Employer contribution per active participant$9,676
Average account balance$165,856
Benefits paid to participants$4,656,913
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.2M · 357 accts · $1.8M emplr
2023$53.6M · 343 accts · $1.7M emplr
2022$46.1M · 333 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,682
Total administrative$57,682
Employer contributions to the Robert Louis Stevenson School plan · 2024
Employer contribution per active participant$9,676
Median for plans this size$3,635
2024$9,676 per active participant
2023$9,196 per active participant
2022$8,175 per active participant

Robert Louis Stevenson School's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,682

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$57,682 · 0.10%
2023$51,179 · 0.10%
2022$56,571 · 0.11%
Same employer
Similar plansEducational Services · California
Oakwood School CA$63.2M · 0.17%
Francis Parker School CA$60.9M · 0.15%
Headspace, Inc. CA$59.1M · 0.08%
Valley Christian Schools CA$57.1M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941218745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.