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: 2,500
- Total Assets: $175.0M
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 | 2,500 | $175.0M | $0 | $10.7M |
| 2023 | 2,917 | $148.2M | $0 | $9.3M |
| 2022 | 1,001 | $122.4M | $0 | $8.0M |
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 | $88,910 | — | $88,910 |
| CONCURRENT INVESTMENT ADVISORS LLC | NONE | $26,250 | — | $26,250 |
| MERCER(US), INC | NONE | $18,130 | — | $18,130 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,290
- Estimated Expense Ratio: 0.076% 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 | $133,290 | $26,250 | — | — | — |
| 2023 | $92,940 | $4,375 | — | — | — |
| 2022 | $111,800 | $17,500 | — | — | — |