Plan Ledger DOL Form 5500 · updated monthly

St. Paul's Episcopal School403(b)

ST PAUL'S EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLAN (403(B)) · MOBILE, AL · 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. Paul's Episcopal School reported $350 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,919 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 0.001% to 0.002%. 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 273rd-largest of 902 plans among Alabama employers on file, and the 1,463rd of 3,091 in educational services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,749,325
Participants with balances262
Active participants143
Employer contributions$274,462
Employee contributions$463,394
Employer contribution per active participant$1,919
Average account balance$90,646
Benefits paid to participants$1,910,303
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 262 accts · $274K emplr
2023$22.7M · 265 accts · $274K emplr
2022$21.0M · 275 accts · $270K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$350
Total administrative$350
Employer contributions to the St. Paul's Episcopal School plan · 2024
Employer contribution per active participant$1,919
Median for plans this size$2,416
2024$1,919 per active participant
2023$1,919 per active participant
2022$1,717 per active participant

St. Paul's Episcopal School'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.

Service providers · 20242
TEACHERS INSURANCE AND ANNUITY · Recordkeeping · Loan processing$550
REF INVESTMENT MANAGEMENT, LLC$25

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

Recordkeeper by year2
2024TEACHERS INSURANCE AND ANNUITY
2023TEACHERS INSURANCE AND ANNUITY

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$350 · 0.00%
2023$300 · 0.00%
2022$225 · 0.00%
Same employer
Similar plansEducational Services · Alabama
The Montgomery Academy AL$27.4M · 0.16%
Faulkner University AL$26.7M · 0.01%
Randolph School AL$26.4M · 0.19%
The Altamont School AL$16.8M · 0.17%
Saint James School AL$12.5M · 0.06%
Miles College AL$10.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237035434 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.