Plan Ledger DOL Form 5500 · updated monthly

Jackson Hewitt Tax Service Inc.401(k)

JACKSON HEWITT EMPLOYEE SAVINGS PLAN · SARASOTA, FL · plan year 2025

Reported admin expense ratio · 2025
0.21%

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

Jackson Hewitt Tax Service Inc. reported $142,358 in plan administrative expenses for 2025: 0.21% of average plan assets, higher than ~75% of peers. Employer contributions averaged $760 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 0.28% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 415th-largest of 3,644 plans among Florida employers on file, and the 2,005th of 11,654 in professional & technical services. In 2025, employees put in $3.64 for every $1.00 the employer contributed; active participation has grown from 575 to 1,209 since 2022.

Plan summary
Net assets, end of year$72,277,290
Participants with balances822
Active participants1,209
Employer contributions$918,601
Employee contributions$3,343,367
Employer contribution per active participant$760
Average account balance$87,929
Benefits paid to participants$7,532,512
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON ACCOUNTANTS & ADVISOR
Plan history4
Yearassets · accounts · employer contribution
2025$72.3M · 822 accts · $919K emplr
2024$65.8M · 947 accts · $889K emplr
2023$60.9M · 829 accts · $1.0M emplr
2022$52.0M · 974 accts · $958K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$64,552
Investment management$11,888
Total administrative$142,358
The Jackson Hewitt Tax Service Inc. 401(k) match · 2025
Employer contribution per active participant$760
Median for plans this size$4,093
2025$760 per active participant
2024$834 per active participant
2023$2,206 per active participant
2022$1,667 per active participant

Jackson Hewitt Tax Service Inc.'s 2025 employer contribution ran below the $4,093 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 · 20253
ADVUS FINANCIAL PARTNERS · Investment advisory (plan)$65,918
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$64,552
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,888

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

Administrative cost history4
2025$142,358 · 0.21%
2024$151,838 · 0.24%
2023$164,474 · 0.29%
2022$159,664 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Florida
Kubicki Draper, P.A. FL$71.6M · 0.24%
Aerodyne Industries LLC FL$70.1M · 0.50%
Berger Singerman, LLP FL$68.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200779692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.