Plan Ledger DOL Form 5500 · updated monthly

Eckerd Youth Alternatives, Inc.403(b)

EYA TAX-SHELTERED 403(B) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Eckerd Youth Alternatives, Inc. reported $440,857 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,523 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 1.28% to 1.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 612th-largest of 3,644 plans among Florida employers on file, and the 515th of 3,341 in other services. In 2024, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,369,954
Participants with balances3,270
Active participants1,862
Employer contributions$2,835,296
Employee contributions$5,336,757
Employer contribution per active participant$1,523
Average account balance$12,957
Benefits paid to participants$5,750,098
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.4M · 3,270 accts · $2.8M emplr
2023$36.3M · 3,773 accts · $2.3M emplr
2022$29.7M · 2,816 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$396,488
Investment management$44,369
Total administrative$440,857
Employer contributions to the Eckerd Youth Alternatives, Inc. plan · 2024
Employer contribution per active participant$1,523
Median for plans this size$2,416
2024$1,523 per active participant
2023$1,183 per active participant
2022$541 per active participant

Eckerd Youth Alternatives, 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 · 20245
FLORIDA RETIREMENT CONSULTANTS · Contract administrator$156,597
EMPOWER ANNUITY INS CO · Investment management$140,972
PRINCIPAL LIFE INS CO · Contract administrator · Loan processing$104,715
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$39,476
VARIABLE ANNUITY LIFE INSURANCE CO · Investment advisory (participants) · Investment management$4,893

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

Administrative cost history3
2024$440,857 · 1.12%
2023$307,738 · 0.93%
2022$366,150 · 1.28%
All plans at this employer2
ECKERD YOUTH ALTERNATIVES, INC. RETIREMENT PLANMoney purchase plan
EYA TAX-SHELTERED 403(B) PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 592551416 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.