Plan Ledger DOL Form 5500 · updated monthly

Jsi Research & Training Institute, Inc.401(k)

JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Jsi Research & Training Institute, Inc. reported $97,302 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,722 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 0.07% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 225th-largest of 2,726 plans among Massachusetts employers on file, and the 688th of 11,654 in professional & technical services. In 2024, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$238,126,169
Participants with balances1,249
Active participants809
Employer contributions$7,056,068
Employee contributions$7,404,718
Employer contribution per active participant$8,722
Average account balance$190,653
Benefits paid to participants$21,609,034
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$238.1M · 1,249 accts · $7.1M emplr
2023$204.2M · 1,251 accts · $6.3M emplr
Administrative expenses, itemized · 2024
Investment management$98,440
Audit (IQPA)$15,600
Total administrative$97,302
The Jsi Research & Training Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$8,722
Median for plans this size$3,635
2024$8,722 per active participant
2023$7,525 per active participant

Jsi Research & Training Institute, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$90,060
CARON & BLETZER, PLLC · Accounting / audit$15,600

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

Administrative cost history2
2024$97,302 · 0.04%
2023$130,303 · 0.07%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Ameresco, Inc. MA$251.6M · 0.13%
Eclinicalworks, LLC MA$240.9M · 0.07%
Beigene USA, Inc. MA$228.5M · 0.03%
Monster Worldwide Inc. MA$223.3M · 0.11%
Eastern Research Group, Inc. MA$217.6M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042679824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.