Plan Ledger DOL Form 5500 · updated monthly

Southeastern Guide Dogs, Inc.403(b)

SOUTHEASTERN GUIDE DOGS, INC. RETIREMENT PLAN · PALMETTO, FL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Southeastern Guide Dogs, Inc. reported $18,913 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $1,342 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 0.16% to 0.45%. 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 (2,627th of 3,644), and 8,334th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,308,957
Participants with balances134
Active participants185
Employer contributions$248,289
Employee contributions$438,453
Employer contribution per active participant$1,342
Average account balance$32,156
Benefits paid to participants$874,543
Plan auditUnmodified (clean) audit opinion
AuditorKERKERING, BARBERIO & CO
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 134 accts · $248K emplr
2023$4.1M · 138 accts · $227K emplr
2022$3.8M · 201 accts · $219K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,913
Total administrative$18,913
Employer contributions to the Southeastern Guide Dogs, Inc. plan · 2024
Employer contribution per active participant$1,342
Median for plans this size$1,313
2024$1,342 per active participant
2023$1,207 per active participant
2022$1,177 per active participant

Southeastern Guide Dogs, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$15,264
WILSHIRE ADVISORS LLC · Investment advisory (plan)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$18,913 · 0.45%
2023$12,424 · 0.32%
2022$6,592 · 0.16%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Family Resource Center FL$4.4M · 0.04%
Florida Retina Institute FL$4.3M · 0.73%
Providia Home Care Corp FL$4.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592252352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.