Plan Ledger DOL Form 5500 · updated monthly

St. Anne's Episcopal School, Inc.403(b)

ST. ANNE'S EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

St. Anne's Episcopal School, Inc. reported $57,279 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $6,474 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 1 year on file its reported administrative ratio fell from 0.30% to 0.27%. 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 494th-largest of 1,461 plans among Colorado employers on file, and 1,555th of 3,091 in educational services. In 2024, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$21,265,169
Participants with balances162
Active participants96
Employer contributions$621,486
Employee contributions$550,745
Employer contribution per active participant$6,474
Average account balance$131,266
Benefits paid to participants$2,843,206
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$21.3M · 162 accts · $621K emplr
2023$20.9M · 160 accts · $606K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,279
Total administrative$57,279
Employer contributions to the St. Anne's Episcopal School, Inc. plan · 2024
Employer contribution per active participant$6,474
Median for plans this size$2,416
2024$6,474 per active participant
2023$6,890 per active participant

St. Anne's Episcopal School, Inc.'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 · 20242
TIAA$35,279
SYNTRINSIC, LLC$22,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$57,279 · 0.27%
2023$62,081 · 0.30%
Similar plansEducational Services · Colorado
Rocky Vista University, LLC CO$26.1M · 0.55%
Denver Academy, Inc. CO$23.0M · 0.07%
Iliff School of Theology CO$22.7M · 0.01%
Naropa University CO$18.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 846049400 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.