Plan Ledger DOL Form 5500 · updated monthly

The Children's Home Society of Florida403(b)

THE CHILDREN'S HOME SOCIETY OF FLORIDA 403(B) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

The Children's Home Society of Florida reported $165,266 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,067 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 fell from 0.44% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 635th-largest of 3,644 plans among Florida employers on file, and the 2,212th of 11,911 in health care & social assistance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,794,653
Participants with balances1,426
Active participants1,046
Employer contributions$1,115,737
Employee contributions$2,264,540
Employer contribution per active participant$1,067
Average account balance$28,608
Benefits paid to participants$5,647,752
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS GRAY
Plan history3
Yearassets · accounts · employer contribution
2024$40.8M · 1,426 accts · $1.1M emplr
2023$38.4M · 1,425 accts · $1.1M emplr
2022$35.0M · 1,127 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,809
Investment management$24,457
Total administrative$165,266
Employer contributions to the The Children's Home Society of Florida plan · 2024
Employer contribution per active participant$1,067
Median for plans this size$2,416
2024$1,067 per active participant
2023$1,061 per active participant
2022$1,029 per active participant

The Children's Home Society of Florida'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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$24,457

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$165,266 · 0.42%
2023$156,120 · 0.43%
2022$145,819 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Westminster Services, Inc. FL$41.8M · 0.68%
Circles of Care, Inc. FL$40.7M · 0.03%
Cfs Management, LLC FL$39.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590192430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.