Plan Ledger DOL Form 5500 · updated monthly

St. Mark Village, Inc.403(b)

ST. MARK VILLAGE, INC. RETIREMENT PLAN · PALM HARBOR, FL · plan year 2023

Reported admin expense ratio · 2023
1.17%

St. Mark Village, Inc. reported $20,849 in plan administrative expenses for 2023: 1.17% 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.

Across the 1 year on file its reported administrative ratio rose from 1.01% to 1.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,163rd of 3,644), and 10,234th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,781,311
Participants with balances78
Active participants333
Employer contributions—
Employee contributions$155,479
Employer contribution per active participant—
Average account balance$22,837
Benefits paid to participants$443,200
Plan auditUnmodified (clean) audit opinion
AuditorMSL, P.A.
Plan history2
Yearassets · accounts · employer contribution
2023$1.8M · 78 accts
2022$1.8M · 101 accts · $29 emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,849
Total administrative$20,849
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
RAYMOND JAMESindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$20,849 · 1.17%
2022$24,153 · 1.01%
Same employer
Similar plansHealth Care & Social Assistance · Florida

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591953357 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.