Plan Ledger DOL Form 5500 · updated monthly

International Institute of New England, Inc.403(b)

INTERNATIONAL INSTITUTE OF NEW ENGLAND 403(B) PLAN · BOSTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.05%

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

International Institute of New England, Inc. reported $4,030 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,016 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 rose from 0.02% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (1,973rd of 2,726), and 6,052nd of 11,911 in health care & social assistance. In 2025, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 123 to 192 since 2022.

Plan summary
Net assets, end of year$9,019,612
Participants with balances351
Active participants192
Employer contributions$387,166
Employee contributions$787,280
Employer contribution per active participant$2,016
Average account balance$25,697
Benefits paid to participants$297,655
Plan auditDisclaimer of opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.0M · 351 accts · $387K emplr
2024$6.9M · 327 accts · $312K emplr
2023$5.1M · 223 accts · $164K emplr
2022$3.8M · 140 accts · $102K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,030
Total administrative$4,030
Employer contributions to the International Institute of New England, Inc. plan · 2025
Employer contribution per active participant$2,016
Median for plans this size$1,464
2025$2,016 per active participant
2024$1,084 per active participant
2023$662 per active participant
2022$826 per active participant

International Institute of New England, Inc.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CAPITAL RESEARCH MANAGEMENT COMPANY · Recordkeeping · Investment management$4,030
NORTHWESTERN MUTUAL INVESTMENT SERVindirect comp

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

Recordkeeper by year3
2025CAPITAL RESEARCH MANAGEMENT COMPANY
2024CAPITAL RESEARCH MANAGEMENT COMPANY
2023CAPITAL RESEARCH MANAGEMENT COMPANY

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Administrative cost history4
2025$4,030 · 0.05%
2024$4,889 · 0.08%
2023$2,593 · 0.06%
2022$980 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 042104325 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.