Plan Ledger DOL Form 5500 · updated monthly

San Domenico School403(b)

SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN · SAN ANSELMO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

San Domenico School reported $100,162 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,763 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 0.23% to 0.30%. 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 2,382nd-largest of 9,483 plans among California employers on file, and the 1,169th of 3,091 in educational services. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 301 to 160 since 2022.

Plan summary
Net assets, end of year$34,912,433
Participants with balances372
Active participants160
Employer contributions$922,073
Employee contributions$1,816,692
Employer contribution per active participant$5,763
Average account balance$93,851
Benefits paid to participants$2,340,934
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 372 accts · $922K emplr
2023$30.8M · 389 accts · $863K emplr
2022$26.8M · 371 accts · $750K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,162
Total administrative$100,162
Employer contributions to the San Domenico School plan · 2024
Employer contribution per active participant$5,763
Median for plans this size$2,416
2024$5,763 per active participant
2023$2,713 per active participant
2022$2,491 per active participant

San Domenico School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$100,156
LINCOLN NATIONAL CORPORATION · Contract administrator$25
MULTNOMAH GROUP INC · Investment managementindirect comp
ARMANINO LLP · Accounting / auditindirect comp
NEW PINNACLE CONSULTING GROUP LLC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$100,162 · 0.30%
2023$83,005 · 0.29%
2022$59,926 · 0.23%
Same employer
Similar plansEducational Services · California
The Hamlin School CA$37.3M · 0.15%
Kipp Foundation CA$37.0M · 0.09%
The Webb Schools CA$36.5M · 0.11%
San Francisco Day School CA$35.5M · 0.05%
The Colburn School CA$34.1M · 0.03%
Palo Alto University, Inc CA$34.0M · 0.19%
Curtis School Foundation CA$33.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946080077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.