Plan Snapshot
- Plan Sponsor: National Opinion Research Center
- Sponsor EIN: 362167808
- Sponsor Address: 55 E. MONROE, CHICAGO, IL, 60603
- Plan Type: 403(b)
- Total Participants: 3,263
- Total Assets: $246.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,263 | $246.8M | $18.8M | $0 |
| 2023 | 2,291 | $210.9M | $13.9M | $0 |
| 2022 | 2,276 | $176.0M | $13.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TIAA | NONE | $129,125 | — | $129,125 |
| GRANT THORNTON LLP | NONE | $47,250 | — | $47,250 |
| CONCURRENT INVESTMENT ADVISORS, LLC | NONE | $8,750 | — | $8,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- GRANT THORNTON LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,125
- Estimated Expense Ratio: 0.075% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $185,125 | $8,750 | — | $47,250 | — |
| 2023 | $167,486 | $21,875 | $827 | $45,150 | — |
| 2022 | $160,754 | $17,500 | — | — | — |