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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 777 E. WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $92,752 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $70,511 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $60,922 |
Filed as: TEAMSTERS LOCAL 727 PENSION FUND Service code 14 1300 W. HIGGINS RD, STE 103 · PARK RIDGE, IL 60068 | Plan Administrator | $53,791 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 180 NORTH LSALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $52,500 |
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $39,290 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE · MOKENA, IL 60448 | Accounting | $34,859 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS Service code 10 · EIN 80-0292839 231 S. LASALLE ST, 4TH FLOOR · CHICAGO, IL 60604 | Accounting | $34,269 |
PREMIER ASSET MANAGEMENT1+ years Service code 28 4311 N RAVENSWOOD AVE, STE 100 · CHICAGO, IL 60613 | Investment Management | $19,966 |
AMALGAMATED BANK1+ years Filed as: AMALGATRUST Service code 19 30 NORTH LASALLE ST · CHICAGO, IL 60602 | Securities Custodian | $19,330 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $337,218-100.0% | $313,292-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 48.5%-48.5pp | 35.7%-35.7pp | 48.7%-48.7pp |
| Annual return | 83.27% | -2.99%+86.3pp | -2.79%+86.1pp | -2.16%+85.4pp |
| Employer contribution / active EE | $0 | $44,634-100.0% | $39,327-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $351-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,423-100.0% | $15,115-100.0% | $12,572-100.0% |