Plan Ledger DOL Form 5500 · updated monthly

Community Action Partnership401(k)

RETIREMENT PLAN OF COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY · DOVER, NH · plan year 2024

Reported admin expense ratio · 2024
1.34%

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

Community Action Partnership reported $21,750 in plan administrative expenses for 2024: 1.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $206 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 rose from 0.72% to 1.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (382nd of 411), and 10,204th of 11,911 in health care & social assistance. In 2024, employees put in $4.33 for every $1.00 the employer contributed; active participation has grown from 182 to 207 since 2022.

Plan summary
Net assets, end of year$1,816,993
Participants with balances179
Active participants207
Employer contributions$42,656
Employee contributions$184,882
Employer contribution per active participant$206
Average account balance$10,151
Benefits paid to participants$78,626
Plan auditUnmodified (clean) audit opinion
AuditorLEONE, MCDONNELL & ROBERTS P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 179 accts · $43K emplr
2023$1.4M · 152 accts · $35K emplr
2022$1.1M · 130 accts · $30K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,936
Investment management$814
Total administrative$21,750
The Community Action Partnership 401(k) match · 2024
Employer contribution per active participant$206
Median for plans this size$1,313
2024$206 per active participant
2023$192 per active participant
2022$165 per active participant

Community Action Partnership's 2024 employer contribution ran below the $1,313 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 · 20242
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$14,160
WILSHIRE ASSOCIATES INC. · Named fiduciary$814

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,750 · 1.34%
2023$17,281 · 1.37%
2022$8,323 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Salemhaven, Inc. NH$2.6M · 0.01%
Fit-Nhnh NH$1.3M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020268636 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.