Plan Ledger DOL Form 5500 · updated monthly

National Center on Institutions & Alternatives, Inc.403(b)

NATIONAL CENTER ON INSTITUTIONS & ALTERNATIVES 403(B) PLAN · BALTIMORE, MD · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

National Center on Institutions & Alternatives, Inc. reported $73,475 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $585 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 4 years on file its reported administrative ratio rose from 0.76% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maryland (1,060th of 1,671), and 6,225th of 11,911 in health care & social assistance. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,558,085
Participants with balances462
Active participants436
Employer contributions$254,887
Employee contributions$829,834
Employer contribution per active participant$585
Average account balance$18,524
Benefits paid to participants$1,683,769
Plan auditUnmodified (clean) audit opinion
AuditorELLIN AND TUCKER
Plan history5
Yearassets · accounts · employer contribution
2024$8.6M · 462 accts · $255K emplr
2023$8.3M · 465 accts · $477K emplr
2022$6.8M · 575 accts · $249K emplr
2021$5.4M · 483 accts · $174K emplr
2020$5.8M · 549 accts · $159K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,475
Total administrative$73,475
Employer contributions to the National Center on Institutions & Alternatives, Inc. plan · 2024
Employer contribution per active participant$585
Median for plans this size$1,313
2024$585 per active participant
2023$1,011 per active participant
2022$589 per active participant
2021$354 per active participant
2020$381 per active participant

National Center on Institutions & Alternatives, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
ADP, INC. · Recordkeeping · Loan processing$31,614
ELLIN & TUCKER · Recordkeeping · Pension consulting$22,000
GREENSPRING ADVISORS, LLC · Recordkeeping · Trustee$6,717
POLLARD & ASSOCIATES · Recordkeeping · Pension consulting$4,318

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

Recordkeeper by year2
2024ADP, ELLIN & TUCKER, GREENSPRING ADVISORS, LLC, POLLARD & ASSOCIATES
2023Vanguard

This plan has changed recordkeepers within these filings. If you left National Center on Institutions & Alternatives, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history5
2024$73,475 · 0.87%
2023$77,769 · 1.03%
2022$42,507 · 0.70%
2021$42,625 · 0.76%
2020$40,153 · 0.76%
Same employer
Similar plansHealth Care & Social Assistance · Maryland
Delfi Diagnostics, Inc. MD$8.8M · 0.38%
Maryland Medicine, P.A. MD$8.7M · 0.12%
Compass, Inc. MD$8.5M · 0.04%
Way Station, Inc. MD$8.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521094078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.