Plan Ledger DOL Form 5500 · updated monthly

Saint Paul's School, Inc.403(b)

SAINT PAUL'S SCHOOL 403(B) DC PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Saint Paul's School, Inc. reported $5,164 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,679 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 0.00% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,053rd of 3,644), and 2,276th of 3,091 in educational services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 67 to 75 since 2022.

Plan summary
Net assets, end of year$7,769,982
Participants with balances176
Active participants75
Employer contributions$125,892
Employee contributions$223,679
Employer contribution per active participant$1,679
Average account balance$44,148
Benefits paid to participants$1,209,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 176 accts · $126K emplr
2023$7.6M · 185 accts · $109K emplr
2022$6.8M · 183 accts · $96K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,164
Total administrative$5,164
Employer contributions to the Saint Paul's School, Inc. plan · 2024
Employer contribution per active participant$1,679
Median for plans this size$1,313
2024$1,679 per active participant
2023$1,515 per active participant
2022$1,429 per active participant

Saint Paul's School, Inc.'s 2024 employer contribution ran above the $1,313 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.

Service providers · 20241
TIAA$2,711

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$5,164 · 0.07%
2023$1,633 · 0.02%
2022$198 · 0.00%
Similar plansEducational Services · Florida
The Cushman School, Inc. FL$9.2M · 0.19%
Florida College, Inc. FL$8.9M · 0.51%
The Geneva School FL$6.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591220745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.