Plan Ledger DOL Form 5500 · updated monthly

The Ellis School403(b)

THE ELLIS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

The Ellis School reported $17,458 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,030 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 0.06%. 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 1,239th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,331st of 3,091 in educational services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,228,767
Participants with balances259
Active participants114
Employer contributions$345,432
Employee contributions$440,227
Employer contribution per active participant$3,030
Average account balance$108,991
Benefits paid to participants$1,560,140
Plan auditUnmodified (clean) audit opinion
AuditorSISTERSON & CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.2M · 259 accts · $345K emplr
2023$25.8M · 252 accts · $354K emplr
2022$24.0M · 249 accts · $335K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,458
Total administrative$17,458
Employer contributions to the The Ellis School plan · 2024
Employer contribution per active participant$3,030
Median for plans this size$2,416
2024$3,030 per active participant
2023$2,809 per active participant
2022$2,742 per active participant

The Ellis School's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HENDERSON BROS. RET PLAN SERV. · Insurance broker$32,913
TIAA$625

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$17,458 · 0.06%
2023$65,925 · 0.26%
2022$12,464 · 0.05%
Similar plansEducational Services · Pennsylvania
Chestnut Hill College PA$31.5M · 0.06%
Lincoln Learning Solutions PA$31.1M · 0.03%
Winchester Thurston School PA$29.3M · 0.31%
Malvern Preparatory School PA$28.8M · 0.16%
Cora Services, Inc. PA$27.1M · 0.24%
Accesslex Institute PA$25.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250965329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.