Plan Ledger DOL Form 5500 · updated monthly

Washington Episcopal School403(b)

WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN · BETHESDA, MD · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Washington Episcopal School reported $50,287 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $5,159 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 1 year on file its reported administrative ratio rose from 0.07% to 0.19%. 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 499th-largest of 1,671 plans among Maryland employers on file, and the 1,344th of 3,091 in educational services. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,759,803
Participants with balances210
Active participants89
Employer contributions$459,146
Employee contributions$596,015
Employer contribution per active participant$5,159
Average account balance$132,190
Benefits paid to participants$1,214,534
Plan auditUnmodified (clean) audit opinion
AuditorHOZIK & COMPANY, P.L.C.
Plan history2
Yearassets · accounts · employer contribution
2024$27.8M · 210 accts · $459K emplr
2023$25.1M · 207 accts · $412K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,173
Audit (IQPA)$114
Total administrative$50,287
Employer contributions to the Washington Episcopal School plan · 2024
Employer contribution per active participant$5,159
Median for plans this size$2,416
2024$5,159 per active participant
2023$4,850 per active participant

Washington Episcopal 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 · 20246
TIAA · Recordkeeping$5,649
HOZIK& COMPANY, P.L.C · Accounting / audit$11,400
CAPTRUST · Investment management$10,000
PENTEGRA SERVICES, INC · Plan administrator$8,955
CAPFINANCIAL PARTNERS, LLC · Investment management$5,499
PENTEGRA SERVICES, INC · Plan administrator$5,250

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

Administrative cost history2
2024$50,287 · 0.19%
2023$16,595 · 0.07%
Similar plansEducational Services · Maryland
McLean School of Maryland MD$31.9M · 0.35%
The Foundation Schools MD$28.2M · 0.04%
German School MD$26.2M · 0.00%
The Jemicy School MD$25.7M · 0.23%
The Ivymount School, Inc. MD$24.8M · 0.33%
No Tears Learning, Inc. MD$24.3M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541453297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.