Plan Ledger DOL Form 5500 · updated monthly

The Miami Valley School403(b)

MIAMI VALLEY SCHOOL DC RETIREMENT PLAN · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

The Miami Valley School reported $16,609 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,351 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 0.00% to 0.08%. 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 1,316th-largest of 3,295 plans among Ohio employers on file, and 1,590th of 3,091 in educational services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 180 to 111 since 2022.

Plan summary
Net assets, end of year$20,201,967
Participants with balances252
Active participants111
Employer contributions$260,929
Employee contributions$428,897
Employer contribution per active participant$2,351
Average account balance$80,167
Benefits paid to participants$2,333,793
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 252 accts · $261K emplr
2023$19.6M · 252 accts · $258K emplr
2022$18.7M · 259 accts · $223K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,609
Total administrative$16,609
Employer contributions to the The Miami Valley School plan · 2024
Employer contribution per active participant$2,351
Median for plans this size$2,416
2024$2,351 per active participant
2023$2,665 per active participant
2022$1,237 per active participant

The Miami Valley School's 2024 employer contribution ran below 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
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$9,560
PENTEGRA SERVICES, INC · Contract administrator$5,700

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$16,609 · 0.08%
2023$1,664 · 0.01%
2022$324 · 0.00%
Same employer
Similar plansEducational Services · Ohio
Lake Erie College OH$23.0M · 0.02%
The Wellington School OH$22.8M · 0.21%
Lake Ridge Academy OH$17.8M · 0.07%
Old Trail School OH$17.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310591154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.