Plan Ledger DOL Form 5500 · updated monthly

Coe-Brown Northwood Academy403(b)

COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN · NORTHWOOD, NH · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Coe-Brown Northwood Academy reported $600 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,263 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 fell from 0.01% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 149th-largest of 411 plans among New Hampshire employers on file, and the 1,429th of 3,091 in educational services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,866,605
Participants with balances174
Active participants131
Employer contributions$558,410
Employee contributions$676,949
Employer contribution per active participant$4,263
Average account balance$142,912
Benefits paid to participants$1,736,810
Plan auditDisclaimer of opinion
Plan history2
Yearassets · accounts · employer contribution
2024$24.9M · 174 accts · $558K emplr
2023$22.7M · 173 accts · $525K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$600
Total administrative$600
Employer contributions to the Coe-Brown Northwood Academy plan · 2024
Employer contribution per active participant$4,263
Median for plans this size$2,416
2024$4,263 per active participant
2023$4,004 per active participant

Coe-Brown Northwood Academy's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20241
TIAA - TEACHERS INSURANCE AND ANNUI · Contract administrator$600

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

Administrative cost history2
2024$600 · 0.00%
2023$1,404 · 0.01%
Similar plansEducational Services · New Hampshire
Brewster Academy NH$32.1M · 0.14%
Kimball Union Academy NH$31.8M · 0.18%
Cardigan Mountain School NH$27.1M · 0.32%
Proctor Academy NH$22.3M · 0.38%
The New Hampton School NH$21.7M · 0.03%
Dublin School NH$11.1M · 0.37%
Becket Academy NH$9.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020241746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.