Retirement plan

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Name: FLORIDA COUNCIL OF INDEPENDENT SCHOOLS - FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN (2025) Form 5500
Creator: FLORIDA COUNCIL OF INDEPENDENT SCHOOLS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN, FLORIDA COUNCIL OF INDEPENDENT SCHOOLS

FLORIDA COUNCIL OF INDEPENDENT SCHOOLSEIN 59-0816894Plan #001PY 2025

PO BOX 13859 - TAMPA, FL 336813859813-287-2820fcis.orgLinkedIn1-10 employeeseducation management

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3.7M

+17.8% from 2024

Total participants

0.0% from 2024

Average account balance

$462,488

+17.8% from 2024

Annual return

13.66%

+0.66 pp from 2024

Benchmarks

See 7,240 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,240 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.70M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$462K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$966

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2S3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$8K

$1933 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.209%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$462,488

$68,097+579.2%

$62,929+634.9%

$137,256+237.0%

Participation rate

100.0%

77.4%+22.6pp

73.1%+26.9pp

80.0%+20.0pp

Annual return

13.66%

1859.11%-1845.5pp

1063.93%-1050.3pp

220.34%-206.7pp

Employer contribution / active EE

$12,056

$2,811+328.9%

$2,505+381.3%

$4,156+190.1%

Participant deferral / active EE

$22,468

$4,553+393.5%

$3,888+477.8%

$6,407+250.7%

Admin fee / account holder

$966

$6,521-85.2%

$5,065-80.9%

$12,270-92.1%

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FLORIDA COUNCIL OF INDEPENDENT SCHOOLS 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion