Plan Ledger DOL Form 5500 · updated monthly

Episcopal School of Jacksonville, Inc.403(b)

EPISCOPAL SCHOOL OF JACKSONVILLE DEFINED CONTRIBUTION RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Episcopal School of Jacksonville, Inc. reported $55,723 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,881 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 0.20% to 0.15%. 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 653rd-largest of 3,644 plans among Florida employers on file, and the 1,084th of 3,091 in educational services. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has grown from 276 to 306 since 2022.

Plan summary
Net assets, end of year$39,628,035
Participants with balances509
Active participants306
Employer contributions$881,631
Employee contributions$1,535,858
Employer contribution per active participant$2,881
Average account balance$77,855
Benefits paid to participants$2,650,813
Plan auditUnmodified (clean) audit opinion
AuditorSMOAK, DAVIS & NIXON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$39.6M · 509 accts · $882K emplr
2023$35.1M · 497 accts · $792K emplr
2022$30.4M · 466 accts · $748K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,723
Total administrative$55,723
Employer contributions to the Episcopal School of Jacksonville, Inc. plan · 2024
Employer contribution per active participant$2,881
Median for plans this size$2,416
2024$2,881 per active participant
2023$2,808 per active participant
2022$2,710 per active participant

Episcopal School of Jacksonville, Inc.'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 · 20243
GLOBAL RETIREMENT PARTNERS, LLC$12,000
SMOAK, DAVIS, & NIXON, LLP$11,800

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$55,723 · 0.15%
2023$47,372 · 0.14%
2022$66,435 · 0.20%
Similar plansEducational Services · Florida
Redvector.com, LLC FL$46.3M · 0.40%
Bethune-Cookman University FL$45.5M · 0.09%
Palm Beach Day Academy FL$36.2M · 0.17%
Avenues New York, LLC FL$34.3M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591147278 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.