Plan Ledger DOL Form 5500 · updated monthly

Integrated Statistics Incorporated401(k)

INTEGRATED STATISTICS INCORPORATED 401(K) PLAN · WOODS HOLE, MA · plan year 2023

Reported admin expense ratio · 2023
0.57%

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

Integrated Statistics Incorporated reported $25,865 in plan administrative expenses for 2023: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,742 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 fell from 0.64% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,305th of 2,726), and 9,791st of 11,654 in professional & technical services. In 2023, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,021,511
Participants with balances113
Active participants64
Employer contributions$111,489
Employee contributions$329,314
Employer contribution per active participant$1,742
Average account balance$44,438
Benefits paid to participants$341,040
Plan auditUnmodified (clean) audit opinion
AuditorSANDERS, WALSH & EATON CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $72K emplr
2023$5.0M · 113 accts · $111K emplr
2022$4.1M · 114 accts · $102K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,833
Investment management$11,032
Total administrative$25,865
The Integrated Statistics Incorporated 401(k) match · 2023
Employer contribution per active participant$1,742
Median for plans this size$1,308
2023$1,742 per active participant
2022$1,503 per active participant

Integrated Statistics Incorporated's 2023 employer contribution ran above the $1,308 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 · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,833
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$11,032

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

Administrative cost history3
2024Not separately reported
2023$25,865 · 0.57%
2022$30,040 · 0.64%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 200489197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.