Plan Ledger DOL Form 5500 · updated monthly

Saint Mary's Hall403(b)

SAINT MARY'S HALL DEFINED CONTRIBUTION RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.06%

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

Saint Mary's Hall reported $23,093 in plan administrative expenses for 2023: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,678 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 0.04% to 0.10%. 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 1,284th-largest of 5,688 plans among Texas employers on file, and the 1,101st of 3,091 in educational services. In 2023, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,202,937
Participants with balances446
Active participants191
Employer contributions$893,421
Employee contributions$1,002,059
Employer contribution per active participant$4,678
Average account balance$85,657
Benefits paid to participants$2,837,006
Plan auditUnmodified (clean) audit opinion
AuditorGONZALEZ & WALKER
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 281 accts · $442K emplr
2023$38.2M · 446 accts · $893K emplr
2022$34.6M · 457 accts · $842K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,901
Investment management$21,192
Total administrative$23,093
Employer contributions to the Saint Mary's Hall plan · 2023
Employer contribution per active participant$4,678
Median for plans this size$2,440
2024$1,399 per active participant
2023$4,678 per active participant
2022$4,365 per active participant

Saint Mary's Hall's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TIAA · Recordkeeping · Pension consulting$4,357
CAPFINANCIAL PARTNERS, LLC · Investment management$18,736

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$23,825 · 0.10%
2023$23,093 · 0.06%
2022$14,992 · 0.04%
Similar plansEducational Services · Texas
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%
Texas Wesleyan University TX$38.5M · 0.15%
Uworld, LLC TX$36.5M · 0.40%
Parker University TX$31.8M · 0.27%
Betterup, Inc. TX$31.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 740877330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.