Plan Ledger DOL Form 5500 · updated monthly

Cambridge Institute of China Business Research, Inc.401(k)

CAMBRIDGE INSTITUTE OF CHINA BUSINESS RESEARCH, INC. 401(K) PLAN · WALTHAM, MA · plan year 2021

Reported admin expense ratio · 2021
0.28%

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

Cambridge Institute of China Business Research, Inc. reported $15,862 in plan administrative expenses for 2021: 0.28% of average plan assets, below the peer median. Employer contributions averaged $751 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 0.28% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Massachusetts (2,256th of 2,726), and 2,444th of 3,091 in educational services. In 2021, employees put in $5.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,804,227
Participants with balances175
Active participants86
Employer contributions$64,617
Employee contributions$368,703
Employer contribution per active participant$751
Average account balance$33,167
Benefits paid to participants$886,367
Plan auditUnmodified (clean) audit opinion
AuditorCARON&BLETZER,PLLC
Plan history3
Yearassets · accounts · employer contribution
2023$4.6M · 137 accts · $30K emplr
2022$4.4M · 153 accts · $72K emplr
2021$5.8M · 175 accts · $65K emplr
The Cambridge Institute of China Business Research, Inc. 401(k) match · 2021
Employer contribution per active participant$751
Median for plans this size$994
2023$456 per active participant
2022$1,039 per active participant
2021$751 per active participant

Cambridge Institute of China Business Research, Inc.'s 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$17,378 · 0.39%
2022$16,463 · 0.32%
2021$15,862 · 0.28%
Similar plansEducational Services · Massachusetts
Milestones, Inc MA$6.1M · 0.16%
Citizen Schools, Inc. MA$6.0M · 0.21%
The Whitney Academy, Inc. MA$5.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271521006 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.