Filed January 24, 2014 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 12 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Recordkeeping and information managem... | $648,752 |
GARDNER RUSSO4+ years Filed as: GARDNER, RUSSO Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $236,375 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $192,070 |
RUSH UNIVERSITY MEDICAL CENTER4+ years Service code 14 · EIN 36-2174823 1653 W CONGRESS PARKWAY · CHICAGO, IL 60612 | Plan Administrator | $186,909 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST Service code 15 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $152,328 |
MERCER4+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $145,123 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $131,326 |
NEPC, LLC1 year Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $126,717 |
SKYLINE4+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $91,030 |
WILLIAM BLAIR4+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $76,477 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.34% | 16.96%-23.3pp | -102.04%+95.7pp | 73.13%-79.5pp |
| Employer contribution / active EE | $4,691 | $5,316-11.8% | $36,232-87.1% | $8,421-44.3% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |