Plan Ledger DOL Form 5500 · updated monthly

Stratford Academy, Inc.403(b)

STRATFORD ACADEMY, INC. RETIREMENT PLAN · MACON, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Stratford Academy, Inc. reported $21,288 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,673 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 0.03% to 0.11%. 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 855th-largest of 2,160 plans among Georgia employers on file, and 1,578th of 3,091 in educational services. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has shrunk from 130 to 112 since 2022.

Plan summary
Net assets, end of year$20,580,797
Participants with balances252
Active participants112
Employer contributions$299,387
Employee contributions$493,184
Employer contribution per active participant$2,673
Average account balance$81,670
Benefits paid to participants$500,876
Plan auditDisclaimer of opinion
AuditorLAMB & BRASWELL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 252 accts · $299K emplr
2023$18.5M · 234 accts · $257K emplr
2022$17.0M · 221 accts · $218K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,288
Total administrative$21,288
Employer contributions to the Stratford Academy, Inc. plan · 2024
Employer contribution per active participant$2,673
Median for plans this size$2,416
2024$2,673 per active participant
2023$2,359 per active participant
2022$1,679 per active participant

Stratford Academy, Inc.'s 2024 employer contribution ran above 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
PLANPILOT, LLC · Other services$13,500

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$21,288 · 0.11%
2023$5,743 · 0.03%
2022$4,474 · 0.03%
Same employer
Similar plansEducational Services · Georgia
Lyrasis GA$22.8M · 0.02%
Brookstone School, Inc. GA$21.5M · 0.09%
The Galloway Schools, Inc. GA$20.8M · 0.39%
George Walton Academy, Inc GA$18.8M · 0.01%
The Schenck School, Inc. GA$18.6M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580831002 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.