Plan Ledger DOL Form 5500 · updated monthly

I.M. Sulzbacher Center for the Homeless403(b)

IM SULZBACHER CENTER FOR THE HOMELESS 403(B) PLAN · JACKSONVILLE, FL · plan year 2020

Reported admin expense ratio · 2020
0.84%

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

I.M. Sulzbacher Center for the Homeless reported $18,934 in plan administrative expenses for 2020: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,126 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,970th of 3,644), and 9,579th of 11,911 in health care & social assistance. In 2020, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,569,733
Participants with balances107
Active participants133
Employer contributions$149,815
Employee contributions$201,844
Employer contribution per active participant$1,126
Average account balance$24,016
Benefits paid to participants$46,961
Plan auditQualified audit opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$18,934
Total administrative$18,934
Employer contributions to the I.M. Sulzbacher Center for the Homeless plan · 2020
Employer contribution per active participant$1,126
Median for plans this size$893

I.M. Sulzbacher Center for the Homeless's 2020 employer contribution ran above the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$18,934 · 0.84%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Guardian Care, Inc. FL$2.6M · 0.02%
Neighbor to Family, Inc. FL$2.6M · 0.06%
Operation Dental, LLC FL$2.6M · 0.06%
Dental Whale, LLC FL$2.6M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593229898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.