Plan Ledger DOL Form 5500 · updated monthly

Roland Park Country School, Inc.403(b)

ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN · BALTIMORE, MD · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Roland Park Country School, Inc. reported $19,300 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,322 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 1 year on file its reported administrative ratio fell from 0.11% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other educational services employers. By assets it is the 336th-largest of 1,671 plans among Maryland employers on file, and the 950th of 3,091 in educational services. In 2023, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,628,684
Participants with balances458
Active participants235
Employer contributions$545,675
Employee contributions$791,320
Employer contribution per active participant$2,322
Average account balance$103,993
Benefits paid to participants$3,057,618
Plan auditDisclaimer of opinion
AuditorBENEFIT AUDIT GROUP, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$47.6M · 458 accts · $546K emplr
2022$42.5M · 433 accts · $485K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,300
Total administrative$19,300
Employer contributions to the Roland Park Country School, Inc. plan · 2023
Employer contribution per active participant$2,322
Median for plans this size$2,440
2023$2,322 per active participant
2022$1,987 per active participant

Roland Park Country School, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
MML INVESTORS SERVICES, LLC · Trustee$10,500
NEWPORT GROUP, INC. · Contract administrator$8,350
TIAA - TEACHERS INSURANCE AND ANNUI · Trustee (discretionary)$450

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$19,300 · 0.04%
2022$45,400 · 0.11%
Same employer
Similar plansEducational Services · Maryland
Landon School Corporation MD$49.5M · 0.24%
Education Affiliates, Inc. MD$46.7M · 0.65%
Bullis School Inc. MD$44.8M · 0.00%
Key School, Inc. MD$41.1M · 0.03%
Teaching Strategies, LLC MD$40.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520591631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.