Plan Ledger DOL Form 5500 · updated monthly

Barton & Gray Mariners Club, LLC401(k)

BARTON & GRAY MARINERS CLUB, LLC 401(K) PROFIT SHARING PLAN · PORTSMOUTH, NH · plan year 2024

Reported admin expense ratio · 2024
1.10%

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

Barton & Gray Mariners Club, LLC reported $50,081 in plan administrative expenses for 2024: 1.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,252 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in New Hampshire (326th of 411), and 910th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,372,978
Participants with balances133
Active participants166
Employer contributions$373,835
Employee contributions$766,636
Employer contribution per active participant$2,252
Average account balance$40,398
Benefits paid to participants$150,846
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,800
Investment management$19,281
Total administrative$50,081
The Barton & Gray Mariners Club, LLC 401(k) match · 2024
Employer contribution per active participant$2,252
Median for plans this size$1,313

Barton & Gray Mariners Club, LLC's 2024 employer contribution ran above 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$966
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (participants)$18,604
WILSHIRE ASSOCIATES, INC. · Investment advisory (participants)$678

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$50,081 · 1.10%
Same employer
Similar plansArts, Entertainment & Recreation · New Hampshire
Pla-Fit Franchise, LLC NH$37.3M · 0.29%
Ehpv Management Group Inc NE$5.4M · 0.11%
Greensboro Country Club NC$5.4M · 0.43%
I/D Public Relations CA$5.3M · 0.62%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205146075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.