Plan Ledger DOL Form 5500 · updated monthly

Pete and Gerry's Organics, LLC401(k)

PETE AND GERRY'S ORGANICS, LLC 401(K) PLAN · MONROE, NH · plan year 2023

Reported admin expense ratio · 2023
1.76%

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

Pete and Gerry's Organics, LLC reported $176,021 in plan administrative expenses for 2023: 1.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,544 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 rose from 0.96% to 1.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in New Hampshire (246th of 411), and the 417th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,223,062
Participants with balances0
Active participants378
Employer contributions$583,819
Employee contributions$1,001,398
Employer contribution per active participant$1,544
Average account balance—
Benefits paid to participants$781,617
Plan auditUnmodified (clean) audit opinion
AuditorCRR LLP
Plan history2
Yearassets · accounts · employer contribution
2023$11.2M · $584K emplr
2022$8.8M · 239 accts · $517K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$176,021
Total administrative$176,021
The Pete and Gerry's Organics, LLC 401(k) match · 2023
Employer contribution per active participant$1,544
Median for plans this size$2,440
2023$1,544 per active participant
2022$1,528 per active participant

Pete and Gerry's Organics, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$129,751
COMMUNITY FINANCIAL SERVICE GROUP · Investment advisory (plan)$33,533
CRR, LLP · Accounting / audit$9,188

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

Administrative cost history2
2023$176,021 · 1.76%
2022$90,556 · 0.96%
Same employer
Similar plansAgriculture, Forestry & Fishing · New Hampshire
Farmers Union Oil Company ND$11.4M · 0.38%
Legacy Cooperative ND$11.3M · 0.40%
Native Seed, LP UT$11.3M · 0.54%
Geodis Sco USA, LLC NY$11.2M · 0.26%
Jasmine Vineyards, Inc. CA$11.2M · 0.85%
Natural Beauty Growers, LLC WI$11.1M · 0.54%
Tjc Mortgage, Inc. AL$11.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510417587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.