Plan Ledger DOL Form 5500 · updated monthly

Planned Parenthood of Northern New England403(b)

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND TAX SHELTERED ANNUITY PLAN · COLCHESTER, VT · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Planned Parenthood of Northern New England reported $120,161 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $975 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 0.92%. 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 among the smaller plans on file in Vermont (122nd of 230), and the 4,630th of 11,911 in health care & social assistance. In 2024, employees put in $3.86 for every $1.00 the employer contributed; active participation has shrunk from 281 to 215 since 2022.

Plan summary
Net assets, end of year$14,261,382
Participants with balances349
Active participants215
Employer contributions$209,545
Employee contributions$808,528
Employer contribution per active participant$975
Average account balance$40,864
Benefits paid to participants$585,894
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 349 accts · $210K emplr
2023$11.8M · 341 accts · $204K emplr
2022$10.5M · 365 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$81,451
Investment management$38,710
Total administrative$120,161
Employer contributions to the Planned Parenthood of Northern New England plan · 2024
Employer contribution per active participant$975
Median for plans this size$2,416
2024$975 per active participant
2023$1,026 per active participant
2022$803 per active participant

Planned Parenthood of Northern New England's 2024 employer contribution ran below the $2,416 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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$81,451
GIBSON CAPITAL, LLC · Investment advisory (participants) · Investment advisory (plan)$38,710

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$120,161 · 0.92%
2023$99,164 · 0.89%
2022$103,560 · 0.93%
Same employer
Similar plansHealth Care & Social Assistance · Vermont
Wake Robin Corporation VT$14.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030222941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.