Plan Ledger DOL Form 5500 · updated monthly

Clm Center for Life Management403(b)

CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN · DERRY, NH · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Clm Center for Life Management reported $16,218 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $770 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 3 years on file its reported administrative ratio has held roughly steady near 0.143%. 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 among the smaller plans on file in New Hampshire (238th of 411), and the 5,192nd of 11,911 in health care & social assistance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 276 to 331 since 2022.

Plan summary
Net assets, end of year$11,853,043
Participants with balances211
Active participants331
Employer contributions$254,755
Employee contributions$568,484
Employer contribution per active participant$770
Average account balance$56,176
Benefits paid to participants$1,413,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 211 accts · $255K emplr
2023$10.9M · 201 accts · $226K emplr
2022$8.9M · 187 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,218
Total administrative$16,218
Employer contributions to the Clm Center for Life Management plan · 2024
Employer contribution per active participant$770
Median for plans this size$2,416
2024$770 per active participant
2023$1,950 per active participant
2022$721 per active participant

Clm Center for Life Management's 2024 employer contribution ran below the $2,416 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 · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$16,218
CHARLES SCHWAB TRUST BANK · Custodial (securities)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$16,218 · 0.14%
2023$12,185 · 0.12%
2022$13,805 · 0.14%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Convenientmd LLC NH$13.1M · 0.73%
Amoskeag Health NH$12.3M · 0.01%
Cornerstone Vna NH$10.9M · 0.76%
Harbor Homes, Inc. NH$10.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020301530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.