Plan Ledger DOL Form 5500 · updated monthly

Jacksonville Country Day School, Inc.403(b)

JACKSONVILLE COUNTRY DAY SCHOOL, INC. 403(B) PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Jacksonville Country Day School, Inc. reported $5,938 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,420 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 has held roughly steady near 0.051%. 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 1,571st-largest of 3,644 plans among Florida employers on file, and 1,965th of 3,091 in educational services. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,191,168
Participants with balances120
Active participants103
Employer contributions$249,251
Employee contributions$509,116
Employer contribution per active participant$2,420
Average account balance$101,593
Benefits paid to participants$860,388
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 120 accts · $249K emplr
2023$11.1M · 117 accts · $212K emplr
2022$9.6M · 118 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,938
Total administrative$5,938
Employer contributions to the Jacksonville Country Day School, Inc. plan · 2024
Employer contribution per active participant$2,420
Median for plans this size$2,416
2024$2,420 per active participant
2023$2,166 per active participant
2022$1,722 per active participant

Jacksonville Country Day School, 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 · 20247
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$4,379
BATES & COMPANY, INC. · Contract administrator · Other services$1,100
AMERICAN PORTFOLIOS ADVISORS, INC · Investment advisory (plan)indirect comp
OSAIC WEALTH · Investment advisory (plan)indirect comp
EQUITABLE FINANCIAL LIFE INS CO · Trustee (directed) · Investment managementindirect comp
RELIASTAR LIFE INSURANCE COMPANYindirect comp
WILSHIRE ADVISORS, LLC · Investment advisory (plan)indirect comp

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$5,938 · 0.05%
2023$6,014 · 0.06%
2022$4,869 · 0.05%
Similar plansEducational Services · Florida
Infilaw Corporation FL$13.9M · 0.04%
Ave Maria School of Law FL$12.4M · 0.22%
Ave Maria University FL$11.8M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590905430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.