Plan Ledger DOL Form 5500 · updated monthly

Jewish Family & Community Serv401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FAMILY & COMMUNITY SERVICES, INC. · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Jewish Family & Community Serv reported $31,788 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $718 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 rose from 0.04% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (2,908th of 3,644), and 9,341st of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,891,239
Participants with balances252
Active participants243
Employer contributions$174,484
Employee contributions$375,561
Employer contribution per active participant$718
Average account balance$11,473
Benefits paid to participants$170,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 252 accts · $174K emplr
2023$2.2M · 324 accts · $67K emplr
2022$2.0M · 328 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,788
Total administrative$31,788
The Jewish Family & Community Serv 401(k) match · 2024
Employer contribution per active participant$718
Median for plans this size$1,313
2024$718 per active participant
2023$323 per active participant

Jewish Family & Community Serv's 2024 employer contribution ran below the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,766
MAI CAPITAL MANAGEMENT, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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$31,788 · 1.24%
2023$23,476 · 1.10%
2022$729 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Cutiscare LLC FL$2.9M · 0.67%
Impower, Inc. FL$2.8M · 1.36%
Sonata Health Care, LLC FL$2.8M · 0.76%
Retiring by Design FL$2.8M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590637868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.