Plan Ledger DOL Form 5500 · updated monthly

John Knox Village of Central Florida, Inc.403(b)

JOHN KNOX VILLAGE SAVINGS PLAN · ORANGE CITY, FL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

John Knox Village of Central Florida, Inc. reported $11,694 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $382 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 0.10% to 0.13%. 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 (1,879th of 3,644), and 5,995th of 11,911 in health care & social assistance. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 476 to 648 since 2022.

Plan summary
Net assets, end of year$9,166,432
Participants with balances505
Active participants648
Employer contributions$247,367
Employee contributions$827,983
Employer contribution per active participant$382
Average account balance$18,151
Benefits paid to participants$1,326,800
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 505 accts · $247K emplr
2023$8.6M · 561 accts · $232K emplr
2022$7.6M · 466 accts · $253K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,314
Total administrative$11,694
Employer contributions to the John Knox Village of Central Florida, Inc. plan · 2024
Employer contribution per active participant$382
Median for plans this size$1,313
2024$382 per active participant
2023$438 per active participant
2022$532 per active participant

John Knox Village of Central Florida, Inc.'s 2024 employer contribution ran below the $1,313 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
DAVID G LEONARD & ASSOC. INC. · Contract administrator$3,900
EMPOWER ADVISORY GROUP · Investment management$592
AMERIPRISE FINANCIAL SERVICES INC.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$11,694 · 0.13%
2023$9,093 · 0.11%
2022$7,826 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Professional Care I, Inc. FL$9.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591831906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.