Plan Ledger DOL Form 5500 · updated monthly

Jacksonville Zoological Society, Inc.403(b)

JACKSONVILLE ZOO RETIREMENT PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Jacksonville Zoological Society, Inc. reported $77,631 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $974 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 0.74%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,643rd-largest of 3,644 plans among Florida employers on file, and the 631st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.33 for every $1.00 the employer contributed; active participation has shrunk from 355 to 283 since 2022.

Plan summary
Net assets, end of year$11,433,504
Participants with balances356
Active participants283
Employer contributions$275,582
Employee contributions$918,775
Employer contribution per active participant$974
Average account balance$32,117
Benefits paid to participants$614,844
Plan auditUnmodified (clean) audit opinion
AuditorSMOAK, DAVIS & NIXON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.4M · 356 accts · $276K emplr
2023$9.6M · 444 accts · $233K emplr
2022$7.7M · 412 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,631
Total administrative$77,631
Employer contributions to the Jacksonville Zoological Society, Inc. plan · 2024
Employer contribution per active participant$974
Median for plans this size$2,416
2024$974 per active participant
2023$638 per active participant
2022$558 per active participant

Jacksonville Zoological Society, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,205
MAI CAPITAL MANAGEMENT, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect 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$77,631 · 0.74%
2023$68,480 · 0.79%
2022$66,759 · 0.77%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Grey Oaks Country Club, LTD FL$11.7M · 0.52%
The Everglades Club, Inc. FL$11.2M · 0.85%
Frenchman's Creek, Inc. FL$10.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591319010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.