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 |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $855,219 |
Filed as: FIDELITY INVESTMENTS Service code 12 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Participant communication; Recordkeep... | $367,280 |
Service code 28 · EIN 36-7045783 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $337,529 |
MERCER5+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $135,264 |
GARDNER RUSSO1 year Service code 28 · EIN 23-2673088 223 E CHESTNUT ST · LANCASTER, PA 17602 | Investment Management | $122,856 |
NEPC, LLC2 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $100,612 |
SKYLINE5+ years Filed as: SKYLINE ASSET MANAGEMENT Service code 28 · EIN 36-4023693 311 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $87,016 |
WILLIAM BLAIR5+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $79,987 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 70 WEST MADISON STREET · CHICAGO, IL 60602 | Accounting | $73,932 |
RUSH UNIVERSITY MEDICAL CENTER5+ years Service code 14 · EIN 36-2174823 1653 W CONGRESS PARKWAY · CHICAGO, IL 60612 | Plan Administrator | $52,762 |
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Employer contribution per participant 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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 17.19% | 1023.85%-1006.7pp | 20.73%-3.5pp | 1023.85%-1006.7pp |
| Employer contribution / active EE | $991 | $11,605-91.5% | $36,503-97.3% | $11,605-91.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |