Plan Ledger DOL Form 5500 · updated monthly

South Coast Repertory, Inc.403(b)

SOUTH COAST REPERTORY 403(B) PLAN · COSTA MESA, CA · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

South Coast Repertory, Inc. reported $15,317 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $801 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (6,388th of 9,483), and 823rd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,829,758
Participants with balances120
Active participants71
Employer contributions$56,868
Employee contributions$234,619
Employer contribution per active participant$801
Average account balance$56,915
Benefits paid to participants$246,831
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,317
Total administrative$15,317
The South Coast Repertory, Inc. 401(k) match · 2022
Employer contribution per active participant$801
Median for plans this size$1,114

South Coast Repertory, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,317 · 0.21%
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Source: U.S. Department of Labor, Form 5500 series, EIN 956122708 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.