Plan Ledger DOL Form 5500 · updated monthly

The Evergreen School403(b)

THE EVERGREEN SCHOOL 403(B) DC PLAN · SHORELINE, WA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

The Evergreen School reported $15,232 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,849 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 0.03% to 0.05%. 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 509th-largest of 1,714 plans among Washington employers on file, and the 1,263rd of 3,091 in educational services. In 2024, employees put in $1.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,172,350
Participants with balances261
Active participants122
Employer contributions$591,614
Employee contributions$973,664
Employer contribution per active participant$4,849
Average account balance$119,434
Benefits paid to participants$1,206,948
Plan auditDisclaimer of opinion
AuditorGREENWOOD OHLUND, PS
Plan history3
Yearassets · accounts · employer contribution
2024$31.2M · 261 accts · $592K emplr
2023$27.5M · 285 accts · $611K emplr
2022$23.6M · 274 accts · $571K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,232
Total administrative$15,232
Employer contributions to the The Evergreen School plan · 2024
Employer contribution per active participant$4,849
Median for plans this size$2,416
2024$4,849 per active participant
2023$5,008 per active participant
2022$4,926 per active participant

The Evergreen School'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 · 20242
CAPTRUST FINANCIAL ADVISORS · Investment management$8,867
TIAA$6,365

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$15,232 · 0.05%
2023$10,412 · 0.04%
2022$5,641 · 0.03%
Same employer
Similar plansEducational Services · Washington
Saint Martins University WA$33.6M · 0.19%
Annie Wright Schools WA$30.7M · 0.14%
Cornish College of the Arts WA$28.2M · 0.19%
Dreambox Learning, Inc. WA$24.0M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910756462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.