The Canterbury School, Inc.403(b)
CANTERBURY SCHOOL 403(B) RETIREMENT PLAN · FORT MYERS, FL · plan year 2020
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
The Canterbury School, Inc. reported $77,219 in plan administrative expenses for 2020: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,921 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 4 years on file its reported administrative ratio fell from 0.47% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 106 comparable plans and shown alongside other educational services employers. By assets it is the 1,211th-largest of 3,644 plans among Florida employers on file, and 1,678th of 3,091 in educational services. In 2020, the employer put in $1.40 for every $1.00 employees contributed themselves.
The Canterbury School, Inc.'s 2020 employer contribution ran above the $1,627 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.
Annual cost at the plan's reported 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 591058089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.