Plan Ledger DOL Form 5500 · updated monthly

Peterborough Retirement Community at Upland Farm, Inc.403(b)

RIVERMEAD 403(B) PLAN · PETERBOROUGH, NH · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Peterborough Retirement Community at Upland Farm, Inc. reported $50,588 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,508 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 has held roughly steady near 0.583%. 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 (278th of 411), and the 5,948th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,285,292
Participants with balances214
Active participants229
Employer contributions$345,249
Employee contributions$694,855
Employer contribution per active participant$1,508
Average account balance$43,389
Benefits paid to participants$764,048
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 214 accts · $345K emplr
2023$8.1M · 205 accts · $323K emplr
2022$6.8M · 216 accts · $278K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,250
Investment management$28,338
Total administrative$50,588
Employer contributions to the Peterborough Retirement Community at Upland Farm, Inc. plan · 2024
Employer contribution per active participant$1,508
Median for plans this size$1,313
2024$1,508 per active participant
2023$1,525 per active participant
2022$1,181 per active participant

Peterborough Retirement Community at Upland Farm, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$23,236
MORGAN STANLEY SMITH BARNEY · Investment advisory (plan)$28,337

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$50,588 · 0.58%
2023$45,701 · 0.61%
2022$42,531 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · New Hampshire
Waypoint NH$9.8M · 0.03%
Fivos, Inc. NH$9.3M · 0.46%
Boothby Therapy Services NH$7.2M · 0.52%
Taylor Community NH$6.8M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020446675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.