Plan Ledger DOL Form 5500 · updated monthly

San Francisco University High School403(b)

SAN FRANCISCO UNIVERSITY HIGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

San Francisco University High School reported $85,015 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $8,144 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 0.13% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 1,654th-largest of 9,483 plans among California employers on file, and the 860th of 3,091 in educational services. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has shrunk from 159 to 128 since 2022.

Plan summary
Net assets, end of year$54,488,469
Participants with balances290
Active participants128
Employer contributions$1,042,394
Employee contributions$1,234,804
Employer contribution per active participant$8,144
Average account balance$187,891
Benefits paid to participants$6,142,653
Plan auditDisclaimer of opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$54.5M · 290 accts · $1.0M emplr
2023$50.6M · 285 accts · $949K emplr
2022$43.7M · 293 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,015
Total administrative$85,015
Employer contributions to the San Francisco University High School plan · 2024
Employer contribution per active participant$8,144
Median for plans this size$3,635
2024$8,144 per active participant
2023$7,972 per active participant
2022$6,572 per active participant

San Francisco University High School's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA$44,525
MULTNOMAH GROUP, INC. · Investment advisory (plan)$27,000
HOOD & STRONG LLP · Accounting / audit$10,500

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$85,015 · 0.16%
2023$61,352 · 0.13%
2022$58,676 · 0.13%
Same employer
Similar plansEducational Services · California
Headspace, Inc. CA$59.1M · 0.08%
Valley Christian Schools CA$57.1M · 0.30%
Fresno Pacific University CA$53.4M · 0.09%
Keck Graduate Institute CA$50.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237313754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.