Plan Ledger DOL Form 5500 · updated monthly

University Child Development School403(b)

UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

University Child Development School reported $28,848 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,265 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 fell from 0.15% to 0.14%. 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 668th-largest of 1,714 plans among Washington employers on file, and 1,567th of 3,091 in educational services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,915,729
Participants with balances314
Active participants108
Employer contributions$460,653
Employee contributions$496,675
Employer contribution per active participant$4,265
Average account balance$66,611
Benefits paid to participants$1,383,184
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 314 accts · $461K emplr
2023$19.0M · 328 accts · $476K emplr
2022$16.3M · 255 accts · $468K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,348
Investment management$22,500
Total administrative$28,848
Employer contributions to the University Child Development School plan · 2024
Employer contribution per active participant$4,265
Median for plans this size$2,416
2024$4,265 per active participant
2023$4,407 per active participant
2022$4,455 per active participant

University Child Development 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 · 20244
USI CONSULTING GROUP · Recordkeeping · Loan processing$6,348
USI ADVISORS · Investment advisory (participants) · Investment advisory (plan)$22,500
CHARLES SCHWAB & CO., INC · Custodial · Custodial (securities)indirect comp
CHARLES SCHWAB TRUST BANK · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$28,848 · 0.14%
2023$31,900 · 0.18%
2022$23,650 · 0.15%
Similar plansEducational Services · Washington
Cornish College of the Arts WA$28.2M · 0.19%
Dreambox Learning, Inc. WA$24.0M · 0.40%
Digipen USA LLC WA$22.8M · 0.23%
St. Thomas School WA$19.7M · 0.41%
College Success Foundation WA$16.0M · 0.32%
Epiphany School WA$15.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911176120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.