MARQUETTE ASSOCIATES
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served159-4 YoYRank #137 of mapped providers
Assets under administration$106.2B0.1%Market share · rank #126
Fees received$14MMedian $56,250/planSum across Schedule C direct + indirect
Net wins YoY+09 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MARQUETTE ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where MARQUETTE ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Securities brokerage; Investment advisory (plan)Code 27 | 104 | $53,309 | |
Investment management fees paid directly by plan; Investment advisory (plan); Consulting (general); Direct payment from the planCode 16 | 27 | $75,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 12 | $38,500 | |
Direct payment from the plan; Consulting (pension)Code 17 | 8 | $62,709 | |
Direct payment from the planCode 50 | 2 | $107,250 | |
Consulting feesCode 70 | 2 | $32,229 | |
Direct payment from the plan; Recordkeeping fees; ActuarialCode 11 | 1 | $84,356 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $46,020 |
Competitor overlap
Percent of MARQUETTE ASSOCIATES's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MARQUETTE ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.WI · 391606449-002 | GODFREY & KAHN | $2.9B |
BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUNDMI · 356060378-001 | MORGAN STANLEY SMITH BARNEY | $1.3B |
NEBRASKA METHODIST HEALTH SYSTEM, INC.NE · 470639839-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $706M |
I.B.E.W LOCAL 1579 PENSION PLAN BOARD OF TRUSTEESFL · 581254974-001 | MORGAN STANLEY SMITH BARNEY | $217M |
TRUSTEES OF THE UPPER PENINSULA PLUMBERS & PIPEFITTERS PENSIONWI · 386233970-001 | (new plan) | $68M |
BERGSTROM INCIL · 362138104-001 | NEWPORT GROUP, INC. | $64M |
SERVICE EMPLOYEES INTERNATIONAL UNIONDC · 360852885-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $56M |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLANE · 470822012-002 | CBIZ RETIREMENT PLAN SERVICES | $37M |
Plans lost in 2024
Appeared last year under MARQUETTE ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONNECTICUT HEALTH NETWORK, INC.CT · 222594977-001 | SEI INVESTMENTS | $881M |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | SEGALL BRYANT & HAMILL | $502M |
LABORERS' INTERNATIONAL UNION OF N.A. LOCAL NO. 17 PENSION FUNDNY · 146025196-001 | AMERICAN REALTY ADVISORS | $127M |
BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUNDIL · 371221230-001 | (new plan) | $77M |
BOARD OF TRUSTEES OF ST. LOUIS KANSAS CITY CARPENTERS REGIONAL ANNUITYMO · 371942230-002 | MID ATLANTIC CAPITAL CORPORATION | $66M |
FRANCISCAN ALLIANCE, INC.IN · 352056396-001 | MERCER | $32M |
TRUSTEES OF MOTION PIC LAB TECHS AND FILM EDITORS LOCAL 780 PENSION FUFL · 237345671-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $29M |
A. O. SMITH CORPORATIONWI · 390619790-001 | (new plan) | $23M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $980,000 | 9y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $466,667 | 6y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $225,000 | 10y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $290,000 | 5y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $42,000 | 9y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $190,740 | 2y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $205,000 | 8y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $321,157 | 6y | - |
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.WI · 391606449-002 | $2.9B | 12,092 | $43,750 | 3y | - |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $160,000 | 9y | - |
Flag exposure
87.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (24)
Raw Schedule C names collapsed into MARQUETTE ASSOCIATES.
- MARGUETTE ASSOCIATES
- MARQUETTE & ASSOCIATES
- MARQUETTE & ASSOCIATES INC
- MARQUETTE & ASSOCIATES, INC
- MARQUETTE & ASSOCIATES, INC.
- MARQUETTE ACCOCIATES, INC
- MARQUETTE ADVISORS
- MARQUETTE AND ASSOCIATES
- MARQUETTE ASSET MANAGEME
- MARQUETTE ASSET MANAGEMENT
- MARQUETTE ASSET MGMT
- MARQUETTE ASSET MGMT LLC
- MARQUETTE ASSOC
- MARQUETTE ASSOC.
- MARQUETTE ASSOCIATES
- MARQUETTE ASSOCIATES CONSULTING
- MARQUETTE ASSOCIATES INC
- MARQUETTE ASSOCIATES INC.
- MARQUETTE ASSOCIATES INVESTMENT
- MARQUETTE ASSOCIATES, IN
- MARQUETTE ASSOCIATES, INC
- MARQUETTE ASSOCIATES, INC.
- MARQUETTE ASSOCIATES,INC
- MARQUETTE CONSULTANTS, INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MARQUETTE ASSOCIATES's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.26% | 7.76% | -6.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 14 | 8.81% | 1.71% | +7.09 pp |
| Failed to provide benefit | 2 | 1.26% | 0.14% | +1.12 pp |
| Corrective distributions | 9 | 5.66% | 1.76% | +3.90 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MARQUETTE ASSOCIATES. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).