Plan Ledger DOL Form 5500 · updated monthly

The Duke Ellington School of the Arts Project403(b)

THE DUKE ELLINGTON SCHOOL OF THE ARTS PROJECT · WASHINGTON, DC · plan year 2019

Reported admin expense ratio · 2019
0.04%

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

The Duke Ellington School of the Arts Project reported $2,299 in plan administrative expenses for 2019: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,079 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 238 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in District of Columbia (503rd of 618), and 2,388th of 3,091 in educational services. In 2019, the employer put in $1.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,395,435
Participants with balances125
Active participants64
Employer contributions$261,070
Employee contributions$181,762
Employer contribution per active participant$4,079
Average account balance$51,163
Benefits paid to participants$122,232
Plan auditDisclaimer of opinion
AuditorRUBINO & COMPANY
Administrative expenses, itemized · 2019
Investment management$2,299
Total administrative$2,299
Employer contributions to the The Duke Ellington School of the Arts Project plan · 2019
Employer contribution per active participant$4,079
Median for plans this size$892

The Duke Ellington School of the Arts Project's 2019 employer contribution ran above the $892 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2019$2,299 · 0.04%
Similar plansEducational Services · District of Columbia
Strategix Management LLC DC$6.8M · 0.54%
Cultural Vistas, Inc. DC$4.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311705384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.