Plan Ledger DOL Form 5500 · updated monthly

Kids Incorporated of the Big Bend403(b)

403(B) THRIFT PLAN OF KIDS INCORPORATED OF THE BIG BEND · TALLAHASSEE, FL · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Kids Incorporated of the Big Bend reported $596 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $551 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,305th of 3,644), and 10,709th of 11,911 in health care & social assistance. In 2022, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,224,102
Participants with balances70
Active participants85
Employer contributions$46,833
Employee contributions$55,506
Employer contribution per active participant$551
Average account balance$17,487
Benefits paid to participants$24,691
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON, P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$596
Total administrative$596
Employer contributions to the Kids Incorporated of the Big Bend plan · 2022
Employer contribution per active participant$551
Median for plans this size$1,114

Kids Incorporated of the Big Bend's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$596 · 0.05%
Similar plansHealth Care & Social Assistance · Florida
Modern Clinics Inc. FL$1.3M · 2.12%
Tmr Management Fl LLC FL$1.2M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237411718 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.