Plan Ledger DOL Form 5500 · updated monthly

Sarasota Manatee Jewish Housing Council, Inc.403(b)

SMJHC EMPLOYEE RETIREMENT PLAN · SARASOTA, FL · plan year 2022

Reported admin expense ratio · 2022
0.66%

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

Sarasota Manatee Jewish Housing Council, Inc. reported $15,757 in plan administrative expenses for 2022: 0.66% of average plan assets, above the peer median. Employer contributions averaged $757 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 (3,036th of 3,644), and 9,788th of 11,911 in health care & social assistance. In 2022, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,313,084
Participants with balances94
Active participants142
Employer contributions$107,452
Employee contributions$190,822
Employer contribution per active participant$757
Average account balance$24,607
Benefits paid to participants$660,464
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,757
Total administrative$15,757
Employer contributions to the Sarasota Manatee Jewish Housing Council, Inc. plan · 2022
Employer contribution per active participant$757
Median for plans this size$1,114

Sarasota Manatee Jewish Housing Council, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,757 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Aeigis Medical Group FL$2.4M · 0.72%
Agape Network, Inc. FL$2.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 650091025 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.