Plan Ledger DOL Form 5500 · updated monthly

Access Sports Medicine & Orthopaedics, P.A.401(k)

ACCESS 401(K) PLAN · EXETER, NH · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Access Sports Medicine & Orthopaedics, P.A. reported $56,251 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,268 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 0.40% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 184th-largest of 411 plans among New Hampshire employers on file, and the 3,885th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 67 to 74 since 2022.

Plan summary
Net assets, end of year$18,552,647
Participants with balances129
Active participants74
Employer contributions$167,844
Employee contributions$286,196
Employer contribution per active participant$2,268
Average account balance$143,819
Benefits paid to participants$2,446,385
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 129 accts · $168K emplr
2023$15.6M · 144 accts · $165K emplr
2022$12.9M · 145 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,251
Total administrative$56,251
The Access Sports Medicine & Orthopaedics, P.A. 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$2,416
2024$2,268 per active participant
2023$2,205 per active participant
2022$2,319 per active participant

Access Sports Medicine & Orthopaedics, P.A.'s 2024 employer contribution ran below 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 · 20244
LPL FINANCIAL RPCP · Investment advisory (plan)$37,381
CAPITAL GROUP RETIREMENT PLAN SVCS$10,750
STEPHEN ELDRIDGE & COMPANY · Contract administrator$8,000
CHARLES SCHWAB & CO., INC. · Securities brokerageindirect 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$56,251 · 0.33%
2023$54,283 · 0.38%
2022$56,638 · 0.40%
Similar plansHealth Care & Social Assistance · New Hampshire
The Riverwoods Group NH$22.9M · 0.44%
Lamprey Health Care, Inc NH$17.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020336308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.