Plan Ledger DOL Form 5500 · updated monthly

The Everglades Club, Inc.401(k)

THE EVERGLADES CLUB, INC. 401(K) PLAN · PALM BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

The Everglades Club, Inc. reported $94,850 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,631 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 0.61% to 0.85%. 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 1,672nd-largest of 3,644 plans among Florida employers on file, and the 643rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.31 for every $1.00 the employer contributed; active participation has grown from 155 to 205 since 2022.

Plan summary
Net assets, end of year$11,199,963
Participants with balances125
Active participants205
Employer contributions$539,416
Employee contributions$706,640
Employer contribution per active participant$2,631
Average account balance$89,600
Benefits paid to participants$2,531,003
Plan auditUnmodified (clean) audit opinion
AuditorFUOCO GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 125 accts · $539K emplr
2023$11.1M · 123 accts · $542K emplr
2022$9.2M · 126 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,875
Investment management$37,286
Total administrative$94,850
The The Everglades Club, Inc. 401(k) match · 2024
Employer contribution per active participant$2,631
Median for plans this size$2,416
2024$2,631 per active participant
2023$3,324 per active participant
2022$3,087 per active participant

The Everglades Club, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
ONEDIGITAL INVESTMENT ADV LLC · Investment advisory (plan)$27,681
EMPOWER ADVISORY GROUP, LLC · Investment management$9,605

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$94,850 · 0.85%
2023$65,190 · 0.64%
2022$66,347 · 0.61%
Same employer
Similar plansArts, Entertainment & Recreation · Florida
Grey Oaks Country Club, LTD FL$11.7M · 0.52%
Frenchman's Creek, Inc. FL$10.8M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590198160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.