Plan Ledger DOL Form 5500 · updated monthly

Center for Research Libraries403(b)

CENTER FOR RESEARCH LIBRARIES DEFINED CONTRIBUTION RETIREMENT PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Center for Research Libraries reported $313 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,813 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 2 years on file its reported administrative ratio rose from 0.001% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Illinois (2,115th of 3,702), and 1,894th of 3,091 in educational services. active participation has grown from 25 to 30 since 2022.

Plan summary
Net assets, end of year$13,420,407
Participants with balances119
Active participants30
Employer contributions$204,378
Employee contributions—
Employer contribution per active participant$6,813
Average account balance$112,777
Benefits paid to participants$350,675
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 119 accts · $204K emplr
2023$12.1M · 121 accts · $182K emplr
2022$11.0M · 119 accts · $181K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$313
Total administrative$313
Employer contributions to the Center for Research Libraries plan · 2024
Employer contribution per active participant$6,813
Median for plans this size$2,416
2024$6,813 per active participant
2023$5,856 per active participant
2022$7,236 per active participant

Center for Research Libraries's 2024 employer contribution ran above the $2,416 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 · 20241
TIAA · Contract administrator · Recordkeeping$313

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

Recordkeeper by year2
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$313 · 0.00%
2023$156 · 0.00%
2022$112 · 0.00%
Similar plansEducational Services · Illinois
Vision for Hope IL$14.6M · 0.83%
The Catherine Cook School IL$14.2M · 0.04%
Flinn Scientific, Inc. IL$12.8M · 0.13%
Wheaton Academy IL$12.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362167788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.