Plan Ledger DOL Form 5500 · updated monthly

Catholic Medical Center403(b)

CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLAN · MANCHESTER, NH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Catholic Medical Center reported $194,567 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $2,030 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 1 year on file its reported administrative ratio rose from 0.01% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 11th-largest of 411 plans among New Hampshire employers on file, and the 504th of 11,911 in health care & social assistance. In 2024, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$290,735,626
Participants with balances3,640
Active participants2,540
Employer contributions$5,157,099
Employee contributions$15,040,062
Employer contribution per active participant$2,030
Average account balance$79,872
Benefits paid to participants$54,929,005
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$290.7M · 3,640 accts · $5.2M emplr
2023$284.2M · 3,804 accts · $5.4M emplr
2022$241.8M · 3,664 accts · $4.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,695
Investment management$124,372
Audit (IQPA)$15,500
Total administrative$194,567
Employer contributions to the Catholic Medical Center plan · 2024
Employer contribution per active participant$2,030
Median for plans this size$4,294
2024$2,030 per active participant
2023$1,917 per active participant
2022$1,513 per active participant

Catholic Medical Center's 2024 employer contribution ran below the $4,294 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$67,447
FIDUCIENT ADVISORS · Investment advisory (plan)$56,925
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$54,895
BAKER NEWMAN NOYES · Accounting / audit$15,500

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$194,567 · 0.07%
2023$38,970 · 0.01%
2022Not separately reported
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Dartmouth Health NH$1.7B · 0.04%
Dartmouth-Hitchcock Clinic NH$971.5M · 0.06%
Elliot Health System NH$493.7M · 0.15%
Concord Hospital NH$269.3M · 0.06%
Exeter Health Resources, Inc NH$174.6M · 0.42%
Cheshire Medical Center NH$102.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020315693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.