Plan Ledger DOL Form 5500 · updated monthly

The Beaver Country Day School, Inc.403(b)

BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN · CHESTNUT HILL, MA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The Beaver Country Day School, Inc. reported $53,729 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,415 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 0.05% 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 692nd-largest of 2,726 plans among Massachusetts employers on file, and the 892nd of 3,091 in educational services. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,530,851
Participants with balances356
Active participants140
Employer contributions$1,038,090
Employee contributions$1,449,038
Employer contribution per active participant$7,415
Average account balance$144,750
Benefits paid to participants$2,040,893
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.5M · 356 accts · $1.0M emplr
2023$45.5M · 344 accts · $998K emplr
2022$40.2M · 341 accts · $890K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,372
Investment management$5,100
Audit (IQPA)$21,257
Total administrative$53,729
Employer contributions to the The Beaver Country Day School, Inc. plan · 2024
Employer contribution per active participant$7,415
Median for plans this size$2,416
2024$7,415 per active participant
2023$7,182 per active participant
2022$6,741 per active participant

The Beaver Country Day 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 · 20243
TIAA - TEACHERS INSURANCE AND ANNUI · Custodial (securities)$24,864
AAFCPAS, INC. · Accounting / audit$21,257
PLANPILOT, LLC · Investment advisory (plan)$5,100

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$53,729 · 0.11%
2023$47,407 · 0.11%
2022$20,198 · 0.05%
Similar plansEducational Services · Massachusetts
Landmark School, Inc. MA$54.3M · 0.23%
Park School Corporation MA$54.2M · 0.02%
Cushing Academy MA$53.7M · 0.12%
Worcester Academy MA$49.7M · 0.05%
Cambridge College MA$47.0M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042103869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.