Plan Ledger DOL Form 5500 · updated monthly

Youth and Family Alternatives, Inc.403(b)

YOUTH AND FAMILY ALTERNATIVES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN · NEW PORT RICHEY, FL · plan year 2024

Reported admin expense ratio · 2024
1.84%

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

Youth and Family Alternatives, Inc. reported $103,805 in plan administrative expenses for 2024: 1.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $959 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 1.65% to 1.84%. 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 (2,343rd of 3,644), and 7,411th of 11,911 in health care & social assistance. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,903,779
Participants with balances491
Active participants326
Employer contributions$312,769
Employee contributions$678,248
Employer contribution per active participant$959
Average account balance$12,024
Benefits paid to participants$1,150,101
Plan auditUnmodified (clean) audit opinion
AuditorRIVERA, GORDIMER & COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 491 accts · $313K emplr
2023$5.4M · 541 accts · $139K emplr
2022$5.0M · 519 accts · $257K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,101
Total administrative$103,805
Employer contributions to the Youth and Family Alternatives, Inc. plan · 2024
Employer contribution per active participant$959
Median for plans this size$1,313
2024$959 per active participant
2023$392 per active participant
2022$778 per active participant

Youth and Family Alternatives, 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 · 20243
PRINCIPAL LIFE INSURANCE CO. · Contract administrator · Loan processing$88,740
R.J.L. PENSION SERVICES, INC. · Contract administrator · Other services$13,551
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 history3
2024$103,805 · 1.84%
2023$44,399 · 0.85%
2022$77,163 · 1.65%
Same employer
Similar plansHealth Care & Social Assistance · Florida
Jewish Community Services FL$6.0M · 0.52%
Arc Broward, Inc. FL$6.0M · 0.01%
Suncoast Skin Solutions FL$5.9M · 0.40%
Telespecialists, LLC FL$5.8M · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591545990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.