Plan Ledger DOL Form 5500 · updated monthly

Rowland Hall, St. Mark's School403(b)

ROWLAND HALL, SAINT MARK'S SCHOOL 403(B) DC PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Rowland Hall, St. Mark's School reported $75 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,676 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 rose from 0.000% to 0.000%. 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 171st-largest of 848 plans among Utah employers on file, and the 1,077th of 3,091 in educational services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,192,726
Participants with balances440
Active participants284
Employer contributions$760,032
Employee contributions$1,287,145
Employer contribution per active participant$2,676
Average account balance$91,347
Benefits paid to participants$4,946,457
Plan auditUnmodified (clean) audit opinion
AuditorVALENTINE AND CALDWELL CPAS, PC
Plan history3
Yearassets · accounts · employer contribution
2024$40.2M · 440 accts · $760K emplr
2023$38.4M · 413 accts · $666K emplr
2022$33.9M · 398 accts · $627K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75
Total administrative$75
Employer contributions to the Rowland Hall, St. Mark's School plan · 2024
Employer contribution per active participant$2,676
Median for plans this size$2,416
2024$2,676 per active participant
2023$2,449 per active participant
2022$2,367 per active participant

Rowland Hall, St. Mark's School's 2024 employer contribution ran above 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.

Administrative cost history3
2024$75 · 0.00%
2023$50 · 0.00%
2022$25 · 0.00%
Same employer
Similar plansEducational Services · Utah
Instructure, Inc. UT$91.0M · 0.33%
Westminster University UT$86.7M · 0.14%
Waterford Institute, Inc. UT$31.3M · 0.18%
Vitalsmarts, Lc UT$22.6M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 870212477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.