Plan Ledger DOL Form 5500 · updated monthly

St. Johns County Welfare Federation403(b)

RETIREMENT PLAN OF ST. JOHNS WELFARE FEDERATION · ST. AUGUSTINE, FL · plan year 2022

Reported admin expense ratio · 2022
1.23%

St. Johns County Welfare Federation reported $19,316 in plan administrative expenses for 2022: 1.23% of average plan assets, higher than ~90% of peers. 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 (3,332nd of 3,644), and 10,800th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,122,537
Participants with balances72
Active participants83
Employer contributions—
Employee contributions$9,653
Employer contribution per active participant—
Average account balance$15,591
Benefits paid to participants$610,272
Plan auditUnmodified (clean) audit opinion
AuditorMSL, P.A.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,316
Total administrative$19,316
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$19,316 · 1.23%
Similar plansHealth Care & Social Assistance · Florida
Village South, Inc. FL$1.1M · 2.10%
Watercrest Group, LLC FL$1.1M · 0.71%
Wellspring USA LLC FL$1.1M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590737904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.