Plan Ledger DOL Form 5500 · updated monthly

Saint Andrew's School of Boca Raton, Inc403(b)

SAINT ANDREW'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · BOCA RATON, FL · plan year 2025

Reported admin expense ratio · 2025
0.06%

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

Saint Andrew's School of Boca Raton, Inc reported $40,559 in plan administrative expenses for 2025: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,403 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 4 years on file its reported administrative ratio has held roughly steady near 0.061%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other educational services employers. By assets it is the 428th-largest of 3,644 plans among Florida employers on file, and the 713th of 3,091 in educational services. In 2025, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,575,088
Participants with balances532
Active participants276
Employer contributions$1,215,334
Employee contributions$2,142,887
Employer contribution per active participant$4,403
Average account balance$130,780
Benefits paid to participants$5,660,927
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$69.6M · 532 accts · $1.2M emplr
2024$62.8M · 539 accts · $1.2M emplr
2023$56.9M · 528 accts · $1.1M emplr
2022$50.1M · 518 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$40,559
Total administrative$40,559
Employer contributions to the Saint Andrew's School of Boca Raton, Inc plan · 2025
Employer contribution per active participant$4,403
Median for plans this size$4,093
2025$4,403 per active participant
2024$4,212 per active participant
2023$3,933 per active participant
2022$3,594 per active participant

Saint Andrew's School of Boca Raton, Inc's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
TIAA · Contract administrator · Recordkeeping$41,509

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

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$40,559 · 0.06%
2024$48,654 · 0.08%
2023$40,141 · 0.08%
2022$33,640 · 0.06%
Same employer
Similar plansEducational Services · Florida
Jacksonville University FL$82.7M · 0.12%
The Bolles School FL$68.9M · 0.30%
Miami Country Day School FL$58.3M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 590942383 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.