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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAMSTERS LOCAL 727 PENSION FUND Service code 14 1300 W. HIGGINS RD, STE 103 · PARK RIDGE, IL 60068 | Plan Administrator | $163,708 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 777 E. WISCONSIN AVE, STE 2350 · MILWAUKEE, WI 53202 | Investment Management | $104,767 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $84,526 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 180 NORTH LSALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $57,000 |
AMALGAMATED BANK3+ years Filed as: AMALGATRUST Service code 19 30 NORTH LASALLE ST · CHICAGO, IL 60602 | Securities Custodian | $55,941 |
DEARBORN PARTNERS2 years Filed as: DEARBORN PARTNERS, L.L.C Service code 28 200 W. MADISON ST., SUITE 1950 · CHICAGO, IL 60606 | Investment Management | $47,752 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S. LASALLE ST, 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $35,975 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 5335 MEADOWS RD. STE 400 · LAKE OSWEGO, OR 97035 | Investment Management | $23,888 |
Filed as: PARAMETRIC ASSOCIATES LLC Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, STE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $23,399 |
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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 | $385,501-100.0% | $350,496-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 44.6%-44.6pp | 31.4%-31.4pp | 45.9%-45.9pp |
| Annual return | 12.77% | 13.23%-0.5pp | 12.88%-0.1pp | 10.21%+2.6pp |
| Employer contribution / active EE | $0 | $45,589-100.0% | $40,010-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |