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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 777 E. WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $99,628 |
Filed as: TEAMSTERS LOCAL 727 PENSION FUND Service code 14 1300 W. HIGGINS RD, STE 103 · PARK RIDGE, IL 60068 | Plan Administrator | $72,120 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 180 NORTH LSALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $67,323 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $59,005 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 231 S. LASALLE ST, 4TH FLOOR · CHICAGO, IL 60604 | Investment Mgmt Fees | $37,670 |
AMALGAMATED BANK2+ years Filed as: AMALGATRUST Service code 19 30 NORTH LASALLE ST · CHICAGO, IL 60602 | Securities Custodian | $37,178 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $25,368 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 19615 S. LAGRANGE · MOKENA, IL 60448 | Accounting | $21,150 |
ELITE ADMINISTRATION2+ years Service code 22 · EIN 36-2238689 | Insurance Broker | $19,303 |
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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 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 7.43% | 3.71%+3.7pp | 4.07%+3.4pp | 4.16%+3.3pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |