Plan Ledger DOL Form 5500 · updated monthly

The Frederick Gunn School, Incorporated403(b)

THE FREDERICK GUNN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WASHINGTON, CT · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

The Frederick Gunn School, Incorporated reported $59,516 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $4,392 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 3 years on file its reported administrative ratio rose from 0.11% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other educational services employers. By assets it is the 361st-largest of 1,106 plans among Connecticut employers on file, and the 1,116th of 3,091 in educational services. In 2025, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 129 to 156 since 2022.

Plan summary
Net assets, end of year$37,396,686
Participants with balances279
Active participants156
Employer contributions$685,135
Employee contributions$706,225
Employer contribution per active participant$4,392
Average account balance$134,038
Benefits paid to participants$4,693,560
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$37.4M · 279 accts · $685K emplr
2024$35.6M · 273 accts · $632K emplr
2023$32.3M · 274 accts · $620K emplr
2022$29.2M · 280 accts · $529K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$59,516
Total administrative$59,516
Employer contributions to the The Frederick Gunn School, Incorporated plan · 2025
Employer contribution per active participant$4,392
Median for plans this size$2,666
2025$4,392 per active participant
2024$4,825 per active participant
2023$4,595 per active participant
2022$4,100 per active participant

The Frederick Gunn School, Incorporated's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
TIAA$37,596
CARON & BLETZER, PLLC · Accounting / audit$13,875
THE ANGELL PENSION GROUP, INC.$5,327

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

Administrative cost history4
2025$59,516 · 0.16%
2024$63,379 · 0.19%
2023$45,434 · 0.15%
2022$35,893 · 0.11%
Same employer
Similar plansEducational Services · Connecticut
St. Lukes Foundation, Inc. CT$49.0M · 0.05%
Albertus Magnus College CT$48.1M · 0.05%
Salisbury School CT$43.4M · 0.03%
Mitchell College CT$36.6M · 0.09%
Kingswood Oxford School CT$35.2M · 0.48%
Eagle Hill School CT$32.5M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 060646661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.