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 13 · EIN 04-6568107 ONE NORTH LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $737,798 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $677,745 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST CO Service code 15 · EIN 71-0968336 50 S. LASALLE STREET · CHICAGO, IL 60603 | Recordkeeping | $435,813 |
Service code 28 · EIN 36-7045783 780 THIRD AVE · NEW YORK, NY 10017 | Investment Management | $366,437 |
GARDNER RUSSO3 years Service code 28 · EIN 23-2673088 223 E CHESTNUT STREET · LANCASTER, PA 17602 | Investment Management | $195,002 |
Filed as: KEELEY TETON ADVISORS, LLC Service code 28 · EIN 81-4164631 141 WEST JACKSON · CHICAGO, IL 60604 | Investment Management | $178,826 |
MERCER7+ years Filed as: MERCER HR CONSULTING Service code 14 · EIN 13-2834414 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Plan Administrator | $130,424 |
WILLIAM BLAIR7+ years Service code 28 · EIN 36-2214610 222 WEST ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $104,083 |
NORTHER FUNDS1 year Filed as: NORTHER TRUST SECURITIES LENDING Service code 50 · EIN 36-1561860 50 S. LASALLE · CHICAGO, IL 60603 | Direct Payment | $97,600 |
NEPC, LLC4 years Filed as: NEPC CONSULTANTS Service code 16 · EIN 26-1429809 PO BOX 83261 · WOBURN, MA 01813 | Consulting | $87,217 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 8.16% | 45.95%-37.8pp | 10.75%-2.6pp | 19.39%-11.2pp |
| Employer contribution / active EE | $3,383 | $4,551-25.7% | $35,170-90.4% | $8,446-59.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |