Plan Ledger DOL Form 5500 · updated monthly

Episcopal Children's Services, Inc.403(b)

EPISCOPAL CHILDREN'S SERVICES, INC. TAX DEFERRED ANNUITY SAVINGS PLAN · JACKSONVILLE, FL · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Episcopal Children's Services, Inc. reported $47,023 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $849 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 3 years on file its reported administrative ratio fell from 0.87% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,305th-largest of 3,644 plans among Florida employers on file, and the 1,226th of 3,341 in other services. In 2025, employees put in $1.52 for every $1.00 the employer contributed; active participation has grown from 723 to 952 since 2022.

Plan summary
Net assets, end of year$16,144,616
Participants with balances957
Active participants952
Employer contributions$808,059
Employee contributions$1,231,537
Employer contribution per active participant$849
Average account balance$16,870
Benefits paid to participants$1,347,456
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$16.1M · 957 accts · $808K emplr
2024$13.4M · 634 accts · $778K emplr
2023$11.4M · 523 accts · $714K emplr
2022$9.1M · 541 accts · $675K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$47,023
Total administrative$47,023
Employer contributions to the Episcopal Children's Services, Inc. plan · 2025
Employer contribution per active participant$849
Median for plans this size$2,666
2025$849 per active participant
2024$1,084 per active participant
2023$1,025 per active participant
2022$933 per active participant

Episcopal Children's Services, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$20,833
INDEPENDENT FIDUCIARY CONSULTING IN · Recordkeeping$14,707
BLACK CREEK RETIREMENT PLANS · Recordkeeping$14,070
PENSIONMARK FIN GROUP LLC · Consultingindirect comp

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

Recordkeeper by year3
2025BLACK CREEK RETIREMENT PLANS, INDEPENDENT FIDUCIARY CONSULTING IN, OneAmerica
2024INDEPENDENT FIDUCIARY CONSULTANT, OneAmerica
2023BLACK CREEK RET PLANS INC, INDEPENDENT FIDUCIARY CONSULTANT, OneAmerica

This plan has changed recordkeepers within these filings. If you left Episcopal Children's Services, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$47,023 · 0.32%
2024$35,357 · 0.29%
2023$103,307 · 1.01%
2022$83,825 · 0.87%
Same employer
Similar plansOther Services · Florida
Fisher Island Club, Inc. FL$16.5M · 0.21%
Synergy Rents LLC FL$16.0M · 0.75%
TEN-8 Fire & Safety, LLC FL$15.5M · 0.33%
Pantropic Power Inc. FL$15.3M · 0.27%
The Intermed Group FL$14.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591146765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.