Plan Ledger DOL Form 5500 · updated monthly

New England Donor Services, Inc.403(b)

RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. · WALTHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

New England Donor Services, Inc. reported $39,055 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,415 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 0.00% to 0.08%. 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 the 654th-largest of 2,726 plans among Massachusetts employers on file, and the 1,718th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed; active participation has grown from 223 to 342 since 2022.

Plan summary
Net assets, end of year$55,567,457
Participants with balances455
Active participants342
Employer contributions$1,509,824
Employee contributions$3,031,581
Employer contribution per active participant$4,415
Average account balance$122,126
Benefits paid to participants$934,131
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$55.6M · 455 accts · $1.5M emplr
2023$44.3M · 361 accts · $1.3M emplr
2022$36.8M · 341 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,055
Total administrative$39,055
Employer contributions to the New England Donor Services, Inc. plan · 2024
Employer contribution per active participant$4,415
Median for plans this size$2,416
2024$4,415 per active participant
2023$4,981 per active participant
2022$4,909 per active participant

New England Donor Services, Inc.'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
FIDELITY INVESTMENTS INST. · Loan processing$39,055

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$39,055 · 0.08%
2023$1,300 · 0.00%
2022$888 · 0.00%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Vna Care Network, Inc. MA$59.0M · 0.02%
Akebia Therapeutics, Inc. MA$52.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813650975 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.