Plan Ledger DOL Form 5500 · updated monthly

St. Francis Day School, Inc.403(b)

ST. FRANCIS DAY SCHOOL DEFINED CONTRIBUTION PLAN ST. FRANCIS DAY SCHOOL 403(B) TDA PLAN · ROSWELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

St. Francis Day School, Inc. reported $125 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,177 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 0.01% to 0.00%. 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 961st-largest of 2,160 plans among Georgia employers on file, and 1,727th of 3,091 in educational services. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,847,452
Participants with balances263
Active participants205
Employer contributions$446,318
Employee contributions$378,378
Employer contribution per active participant$2,177
Average account balance$64,059
Benefits paid to participants$246,916
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 263 accts · $446K emplr
2023$14.1M · 261 accts · $362K emplr
2022$12.0M · 254 accts · $367K emplr
Employer contributions to the St. Francis Day School, Inc. plan · 2024
Employer contribution per active participant$2,177
Median for plans this size$2,416
2024$2,177 per active participant
2023$1,808 per active participant
2022$1,903 per active participant

St. Francis Day School, Inc.'s 2024 employer contribution ran below the $2,416 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.

Administrative cost history3
2024$125 · 0.00%
2023$868 · 0.01%
2022Not separately reported
Same employer
Similar plansEducational Services · Georgia
George Walton Academy, Inc GA$18.8M · 0.01%
The Schenck School, Inc. GA$18.6M · 0.00%
Rabun Gap-Nacoochee School GA$15.2M · 0.00%
Reinhardt University GA$15.0M · 0.29%
Whitefield Academy GA$14.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581266732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.