Plan Ledger DOL Form 5500 · updated monthly

Wesleyan School, Inc.403(b)

WESLEYAN SCHOOL RETIREMENT PLAN · PEACHTREE CORNERS, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Wesleyan School, Inc. reported $69,413 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,601 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 0.11% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 410th-largest of 2,160 plans among Georgia employers on file, and the 820th of 3,091 in educational services. In 2024, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$58,777,724
Participants with balances453
Active participants250
Employer contributions$1,150,298
Employee contributions$1,595,863
Employer contribution per active participant$4,601
Average account balance$129,752
Benefits paid to participants$2,331,433
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$58.8M · 453 accts · $1.2M emplr
2023$51.0M · 444 accts · $1.1M emplr
2022$43.2M · 444 accts · $1.0M emplr
Employer contributions to the Wesleyan School, Inc. plan · 2024
Employer contribution per active participant$4,601
Median for plans this size$3,635
2024$4,601 per active participant
2023$4,600 per active participant
2022$4,392 per active participant

Wesleyan School, Inc.'s 2024 employer contribution ran above the $3,635 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
TEACHERS INSURANCE & ANNUITY ASSOC. · Plan administrator · Recordkeeping$69,413

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

Recordkeeper by year2
2024TEACHERS INSURANCE & ANNUITY ASSOC.
2023TEACHERS INSURANCE & ANNUITY ASSOC.

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

Administrative cost history3
2024$69,413 · 0.13%
2023$56,784 · 0.12%
2022$52,134 · 0.11%
Same employer
Similar plansEducational Services · Georgia
Paideia School GA$80.6M · 0.07%
Pace Academy, Inc. GA$69.7M · 0.19%
Brenau University GA$67.5M · 0.38%
Piedmont University GA$44.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582147411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.