Plan Ledger DOL Form 5500 · updated monthly

The Calvert County Day School, Inc403(b)

CALVERTON SCHOOL 403(B) RETIREMENT PLAN · HUNTINGTOWN, MD · plan year 2023

Reported admin expense ratio · 2023
0.19%

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

The Calvert County Day School, Inc reported $13,363 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $966 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,145th of 1,671), and 2,330th of 3,091 in educational services. In 2023, employees put in $3.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,032,554
Participants with balances127
Active participants43
Employer contributions$41,535
Employee contributions$151,754
Employer contribution per active participant$966
Average account balance$55,374
Benefits paid to participants$851,101
Plan auditUnmodified (clean) audit opinion
AuditorSB & COMPANY, LCC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,363
Total administrative$13,363
Employer contributions to the The Calvert County Day School, Inc plan · 2023
Employer contribution per active participant$966
Median for plans this size$1,308

The Calvert County Day School, Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TIAA-CREF · Recordkeeping$6,791
GLOBAL RETIREMENT PARTNERS · Consulting$6,572

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

Administrative cost history1
2023$13,363 · 0.19%
Similar plansEducational Services · Maryland
The Children's Guild, Inc MD$10.1M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520753724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.