Plan Ledger DOL Form 5500 · updated monthly

The Arc Tampa Bay, Inc.403(b)

THE ARC TAMPA BAY, INC. RETIREMENT PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

The Arc Tampa Bay, Inc. reported $35,497 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $702 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 0.67% to 0.87%. 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 (2,661st of 3,644), and 8,469th of 11,911 in health care & social assistance. In 2024, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,119,990
Participants with balances164
Active participants180
Employer contributions$126,322
Employee contributions$359,673
Employer contribution per active participant$702
Average account balance$25,122
Benefits paid to participants$860,238
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 164 accts · $126K emplr
2023$4.0M · 301 accts · $118K emplr
2022$3.1M · 288 accts · $124K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,497
Total administrative$35,497
Employer contributions to the The Arc Tampa Bay, Inc. plan · 2024
Employer contribution per active participant$702
Median for plans this size$1,313
2024$702 per active participant
2023$622 per active participant
2022$653 per active participant

The Arc Tampa Bay, Inc.'s 2024 employer contribution ran below 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$32,415
PROVISE MANAGEMENT GROUP · 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$35,497 · 0.87%
2023$25,526 · 0.71%
2022$19,729 · 0.67%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Slm Staffing, LLC FL$4.2M · 1.69%
Igenomix USA, LLC FL$4.2M · 0.20%
United Vein Centers FL$4.2M · 0.59%
Medicomp, Inc. FL$4.0M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591056551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.