Plan Ledger DOL Form 5500 · updated monthly

Exeter Health Resources, Inc403(b)

EXETER HEALTH RESOURCES 403(B) RETIREMENT SAVINGS PLAN · EXETER, NH · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Exeter Health Resources, Inc reported $731,999 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $521 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 0.28% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 25th-largest of 411 plans among New Hampshire employers on file, and the 707th of 11,911 in health care & social assistance. In 2024, employees put in $9.74 for every $1.00 the employer contributed; active participation has shrunk from 2,512 to 2,145 since 2022.

Plan summary
Net assets, end of year$174,561,864
Participants with balances1,551
Active participants2,145
Employer contributions$1,118,181
Employee contributions$10,887,367
Employer contribution per active participant$521
Average account balance$112,548
Benefits paid to participants$31,070,501
Plan auditUnmodified (clean) audit opinion
AuditorBAKER NEWMAN NOYES LLC
Plan history3
Yearassets · accounts · employer contribution
2024$174.6M · 1,551 accts · $1.1M emplr
2023$171.2M · 1,445 accts · $1.5M emplr
2022$145.9M · 1,409 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$412,629
Investment management$142,339
Audit (IQPA)$19,500
Total administrative$731,999
Employer contributions to the Exeter Health Resources, Inc plan · 2024
Employer contribution per active participant$521
Median for plans this size$3,635
2024$521 per active participant
2023$605 per active participant
2022$400 per active participant

Exeter Health Resources, Inc's 2024 employer contribution ran below the $3,635 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
LINCOLN NATIONAL CORPORATION · Contract administrator$403,582
MORGAN STANLEY SMITH BARNEY · Investment advisory (plan)$142,339
BAKER, NEWMAN & NOYES LLC · Accounting / audit$19,500

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$731,999 · 0.42%
2023$430,904 · 0.27%
2022$449,644 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Elliot Health System NH$493.7M · 0.15%
Catholic Medical Center NH$290.7M · 0.07%
Concord Hospital NH$269.3M · 0.06%
Cheshire Medical Center NH$102.0M · 0.19%
North Country Healthcare NH$85.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020222126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.