Plan Ledger DOL Form 5500 · updated monthly

United Parents, Inc.403(b)

DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN · ALBANY, GA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

United Parents, Inc. reported $54,221 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,292 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 0.34% to 0.48%. 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 among the smaller plans on file in Georgia (1,150th of 2,160), and 1,992nd of 3,091 in educational services. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,574,968
Participants with balances124
Active participants57
Employer contributions$130,656
Employee contributions$202,415
Employer contribution per active participant$2,292
Average account balance$93,347
Benefits paid to participants$754,856
Plan auditUnmodified (clean) audit opinion
AuditorDRAFFIN & TUCKER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 124 accts · $131K emplr
2023$11.0M · 114 accts · $116K emplr
2022$10.6M · 118 accts · $118K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,221
Total administrative$54,221
Employer contributions to the United Parents, Inc. plan · 2024
Employer contribution per active participant$2,292
Median for plans this size$2,416
2024$2,292 per active participant
2023$2,462 per active participant
2022$2,071 per active participant

United Parents, Inc.'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 · 20243
TIAA · Recordkeeping · Custodial$19,588
CANNON FINANCIAL STRATEGISTS INC · Investment advisory (plan)$22,333
DRAFFIN & TUCKER, LLP · Accounting / audit$12,300

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,221 · 0.48%
2023$43,956 · 0.41%
2022$35,741 · 0.34%
Similar plansEducational Services · Georgia
The Howard School, Inc. GA$13.5M · 1.08%
Tallulah Falls School Inc GA$13.0M · 0.00%
The Children's School, Inc. GA$11.1M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 586043206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.