Plan Ledger DOL Form 5500 · updated monthly

Rush-Copley Medical CenterDC plan

RUSH-COPLEY MEDICAL CENTER 403(B) PLAN · AURORA, IL · plan year 2023

Reported admin expense ratio · 2023
0.34%

Rush-Copley Medical Center reported $25,450 in plan administrative expenses for 2023: 0.34% of average plan assets, below the peer median. 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 0.24% to 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (2,639th of 3,702), and 6,583rd of 11,911 in health care & social assistance. active participation has shrunk from 162 to 136 since 2022.

Plan summary
Net assets, end of year$7,692,650
Participants with balances266
Active participants136
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$28,920
Benefits paid to participants$554,273
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 230 accts
2023$7.7M · 266 accts
2022$7.1M · 286 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$18,100
Investment management$7,300
Total administrative$25,450
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRUDENTIAL RETIREMENT INSURANCE AND · Contract administrator · Recordkeeping$18,056
CERITY PARTNERS RETIREMENT SERVICES · Investment advisory (plan)$7,300

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

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Rush-Copley Medical Center 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 history3
2024$27,481 · 0.37%
2023$25,450 · 0.34%
2022$20,003 · 0.24%
Similar plansHealth Care & Social Assistance · Illinois
Central Baptist Village IL$7.8M · 0.56%
Ageoptions, Inc. IL$7.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363193787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.