Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of Miami, Inc. and Related Entities403(b)

UCP MATCHED SAVINGS PLAN · HIALEAH, FL · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

United Cerebral Palsy Association of Miami, Inc. and Related Entities reported $26,166 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $417 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 0.18% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,157th-largest of 3,644 plans among Florida employers on file, and the 3,827th of 11,911 in health care & social assistance. In 2023, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,013,810
Participants with balances969
Active participants1,004
Employer contributions$418,688
Employee contributions$1,223,523
Employer contribution per active participant$417
Average account balance$19,622
Benefits paid to participants$1,965,433
Plan auditUnmodified (clean) audit opinion
AuditorMENENDEZ, CPA, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 985 accts · $436K emplr
2023$19.0M · 969 accts · $419K emplr
2022$17.3M · 952 accts · $392K emplr
Administrative expenses, itemized · 2023
Investment management$26,166
Total administrative$26,166
Employer contributions to the United Cerebral Palsy Association of Miami, Inc. and Related Entities plan · 2023
Employer contribution per active participant$417
Median for plans this size$2,440
2024$452 per active participant
2023$417 per active participant
2022$367 per active participant

United Cerebral Palsy Association of Miami, Inc. and Related Entities's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VALIC · Investment advisory (participants) · Loan processing$26,166

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$29,659 · 0.16%
2023$26,166 · 0.14%
2022$33,369 · 0.18%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Femg Holdings, LLC FL$20.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590637822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.