Plan Ledger DOL Form 5500 · updated monthly

University School of Jackson403(b)

UNIVERSITY SCHOOL OF JACKSON 403(B) RETIREMENT PLAN · JACKSON, TN · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

University School of Jackson reported $61,905 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,541 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 0.38% to 0.43%. 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 684th-largest of 1,496 plans among Tennessee employers on file, and 1,825th of 3,091 in educational services. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,741,134
Participants with balances115
Active participants116
Employer contributions$294,721
Employee contributions$444,687
Employer contribution per active participant$2,541
Average account balance$128,184
Benefits paid to participants$1,997,719
Plan auditUnmodified (clean) audit opinion
AuditorREYNOLDS BONE & GRIESBECK PLC
Plan history4
Yearassets · accounts · employer contribution
2024$14.7M · 115 accts · $295K emplr
2023$14.0M · 121 accts · $243K emplr
2022$13.3M · 126 accts · $243K emplr
2019$13.4M · 143 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,905
Total administrative$61,905
Employer contributions to the University School of Jackson plan · 2024
Employer contribution per active participant$2,541
Median for plans this size$2,416
2024$2,541 per active participant
2023$2,078 per active participant
2022$2,028 per active participant
2019$1,828 per active participant

University School of Jackson's 2024 employer contribution ran above 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 · 20241
BRADLEY W LITTLE · Insurance broker$10,629

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

Administrative cost history4
2024$61,905 · 0.43%
2023$57,234 · 0.42%
2022$57,344 · 0.38%
2019Not separately reported
Similar plansEducational Services · Tennessee
Harding Academy TN$16.6M · 0.29%
Tennessee Wesleyan College TN$14.8M · 0.10%
Presbyterian Day School TN$14.0M · 0.32%
Currey Ingram Academy TN$13.8M · 0.32%
Brentwood Academy TN$12.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621320697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.