Plan Ledger DOL Form 5500 · updated monthly

The Agnes Irwin School403(b)

AGNES IRWIN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · BRYN MAWR, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Agnes Irwin School reported $30,679 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,952 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 0.04% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 705th-largest of 3,651 plans among Pennsylvania employers on file, and the 831st of 3,091 in educational services. In 2024, employees put in $1.43 for every $1.00 the employer contributed; active participation has grown from 238 to 301 since 2022.

Plan summary
Net assets, end of year$57,604,508
Participants with balances382
Active participants301
Employer contributions$587,514
Employee contributions$838,498
Employer contribution per active participant$1,952
Average account balance$150,797
Benefits paid to participants$4,224,228
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.6M · 382 accts · $588K emplr
2023$53.5M · 381 accts · $549K emplr
2022$50.0M · 379 accts · $492K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,679
Total administrative$30,679
Employer contributions to the The Agnes Irwin School plan · 2024
Employer contribution per active participant$1,952
Median for plans this size$3,635
2024$1,952 per active participant
2023$1,799 per active participant
2022$2,066 per active participant

The Agnes Irwin School's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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- TEACHERS INS & ANNUITY ASSOC · Recordkeeping$29,609
NEWPORT TRUST COMPANY$1,070

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$30,679 · 0.06%
2023$27,734 · 0.05%
2022$21,205 · 0.04%
Same employer
Similar plansEducational Services · Pennsylvania
Waynesburg University PA$59.1M · 0.04%
The Episcopal Academy PA$58.3M · 0.05%
Carlow University PA$56.1M · 0.06%
Shipley School PA$52.6M · 0.04%
Cedar Crest College PA$52.5M · 0.17%
Pf I Carrus Services, LLC PA$52.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.