Plan Ledger DOL Form 5500 · updated monthly

Tampa Bay Performing Arts Center Inc., dba David a. Straz Jr. Center403(b)

DAVID A. STRAZ JR. CENTER FOR THE PERFORMING ARTS RETIREMENT PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Tampa Bay Performing Arts Center Inc., dba David a. Straz Jr. Center reported $91,116 in plan administrative expenses for 2024: 0.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $915 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 3 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,476th-largest of 3,644 plans among Florida employers on file, and the 566th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,382,710
Participants with balances450
Active participants580
Employer contributions$530,724
Employee contributions$563,472
Employer contribution per active participant$915
Average account balance$29,739
Benefits paid to participants$2,080,644
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 450 accts · $531K emplr
2023$12.9M · 395 accts · $491K emplr
2022$12.3M · 404 accts · $500K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,103
Investment management$24,013
Total administrative$91,116
Employer contributions to the Tampa Bay Performing Arts Center Inc., dba David a. Straz Jr. Center plan · 2024
Employer contribution per active participant$915
Median for plans this size$2,416
2024$915 per active participant
2023$701 per active participant
2022$854 per active participant

Tampa Bay Performing Arts Center Inc., dba David a. Straz Jr. Center's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20244
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$24,013
RETIREMENT SOLUTIONS SPECIALISTS · Contract administrator$9,014
EMPOWER ADVISORY GROUP, LLC · Investment management$595

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$91,116 · 0.69%
2023$81,243 · 0.64%
2022$96,228 · 0.73%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Bonita Bay Club, Inc. FL$15.3M · 0.51%
Hampton Golf Inc FL$12.6M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592037085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.