Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of Central Florida403(b)

UCP OF CENTRAL FLORIDA 403(B) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

United Cerebral Palsy of Central Florida reported $35,549 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $257 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 0.77% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Florida (2,402nd of 3,644), and 2,474th of 3,091 in educational services. In 2024, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,469,073
Participants with balances289
Active participants715
Employer contributions$183,743
Employee contributions$622,652
Employer contribution per active participant$257
Average account balance$18,924
Benefits paid to participants$847,586
Plan auditDisclaimer of opinion
AuditorSCHAFER, TSCHOPP, WHITCOMB, MITCHEL
Plan history2
Yearassets · accounts · employer contribution
2024$5.5M · 289 accts · $184K emplr
2022$4.4M · 260 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,549
Total administrative$35,549
Employer contributions to the United Cerebral Palsy of Central Florida plan · 2024
Employer contribution per active participant$257
Median for plans this size$1,313
2024$257 per active participant
2022$201 per active participant

United Cerebral Palsy of Central Florida's 2024 employer contribution ran below the $1,313 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$35,549
KESTRA ADVISORY SERVICES, LLC · 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 history2
2024$35,549 · 0.68%
2022$30,396 · 0.77%
Same employer
Similar plansEducational Services · Florida
Atp Professionals Inc. FL$6.3M · 0.30%
All Saints Academy FL$5.7M · 0.00%
Edward Waters University FL$5.4M · 0.01%
Hodges University, Inc. FL$5.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 590799925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.