Plan Ledger DOL Form 5500 · updated monthly

The Haverford School403(b)

THE HAVERFORD SCHOOL 403(B) PLAN · HAVERFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Haverford School reported $142,497 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $8,273 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 0.12% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 465th-largest of 3,651 plans among Pennsylvania employers on file, and the 519th of 3,091 in educational services. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$101,497,372
Participants with balances516
Active participants192
Employer contributions$1,588,511
Employee contributions$1,674,140
Employer contribution per active participant$8,273
Average account balance$196,700
Benefits paid to participants$3,543,452
Plan auditUnmodified (clean) audit opinion
AuditorTAIT WELLER & BAKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$101.5M · 516 accts · $1.6M emplr
2023$90.3M · 520 accts · $1.4M emplr
2022$79.7M · 508 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,050
Investment management$58,447
Total administrative$142,497
Employer contributions to the The Haverford School plan · 2024
Employer contribution per active participant$8,273
Median for plans this size$3,635
2024$8,273 per active participant
2023$7,230 per active participant
2022$7,923 per active participant

The Haverford School's 2024 employer contribution ran above the $3,635 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
TIAA · Contract administrator$85,100
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (plan)$58,447

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$142,497 · 0.15%
2023$116,240 · 0.14%
2022$104,744 · 0.12%
Same employer
Similar plansEducational Services · Pennsylvania
Albright College PA$120.5M · 0.03%
McKissock LLC PA$120.3M · 0.11%
Point Park University PA$115.5M · 0.06%
Germantown Academy PA$101.9M · 0.06%
Lycoming College PA$97.6M · 0.18%
Chatham University PA$97.0M · 0.04%
Desales University PA$94.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231352646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.