Plan Ledger DOL Form 5500 · updated monthly

Mid-State Health Center403(b)

MID-STATE HEALTH CENTER RETIREMENT SAVINGS PLAN · PLYMOUTH, NH · plan year 2025

Reported admin expense ratio · 2025
0.56%

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

Mid-State Health Center reported $51,677 in plan administrative expenses for 2025: 0.56% of average plan assets, below the peer median. Employer contributions averaged $1,428 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 fell from 0.80% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Hampshire (264th of 411), and the 5,646th of 11,911 in health care & social assistance. In 2025, employees put in $3.61 for every $1.00 the employer contributed; active participation has grown from 164 to 205 since 2022.

Plan summary
Net assets, end of year$10,152,861
Participants with balances185
Active participants205
Employer contributions$292,825
Employee contributions$1,058,105
Employer contribution per active participant$1,428
Average account balance$54,880
Benefits paid to participants$1,036,316
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.2M · 185 accts · $293K emplr
2024$8.2M · 187 accts · $284K emplr
2023$7.9M · 191 accts · $272K emplr
2022$7.2M · 183 accts · $196K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$51,677
Total administrative$51,677
Employer contributions to the Mid-State Health Center plan · 2025
Employer contribution per active participant$1,428
Median for plans this size$1,464
2025$1,428 per active participant
2024$1,450 per active participant
2023$1,488 per active participant
2022$1,197 per active participant

Mid-State Health Center's 2025 employer contribution ran below the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$51,677
BANK OF NEW HAMPSHIRE · Investment advisory (plan)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 history4
2025$51,677 · 0.56%
2024$45,944 · 0.57%
2023$118,762 · 1.57%
2022$59,565 · 0.80%
Similar plansHealth Care & Social Assistance · New Hampshire
Cornerstone Vna NH$10.9M · 0.76%
Harbor Homes, Inc. NH$10.9M · 0.48%
Waypoint NH$9.8M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 020487172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.