Plan Ledger DOL Form 5500 · updated monthly

Lions World Vision Institute I403(b)

LIONS EYE INSTITUTE 403B PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Lions World Vision Institute I reported $44,986 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,933 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 fell from 0.57% to 0.46%. 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 the 1,743rd-largest of 3,644 plans among Florida employers on file, and the 5,589th of 11,911 in health care & social assistance. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 110 to 368 since 2022.

Plan summary
Net assets, end of year$10,396,679
Participants with balances299
Active participants368
Employer contributions$711,166
Employee contributions$957,159
Employer contribution per active participant$1,933
Average account balance$34,772
Benefits paid to participants$1,670,017
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 299 accts · $711K emplr
2023$9.0M · 135 accts · $91K emplr
2022$4.3M · 191 accts · $328K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,817
Investment management$21,309
Trustee / custodial$860
Total administrative$44,986
Employer contributions to the Lions World Vision Institute I plan · 2024
Employer contribution per active participant$1,933
Median for plans this size$1,313
2024$1,933 per active participant
2023$687 per active participant
2022$2,981 per active participant

Lions World Vision Institute I's 2024 employer contribution ran above 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 · 20242
PAYCHEX, INC. · Recordkeeping$19,312
UBS FINANCIAL SERVICES, INC.RPCS · Investment advisory (participants)$21,309

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$44,986 · 0.46%
2023$2,724 · 0.03%
2022$25,153 · 0.57%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Florida Eye Clinic, P.A. FL$10.7M · 0.31%
Sunil Gupta, M.D., L.L.C. FL$10.7M · 0.33%
McR Health, Inc. FL$10.5M · 0.57%
Saluscare, Inc. FL$10.2M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591458151 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.