Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE UNIVERSITY1+ years Service code 28 · EIN 39-0806251 915 W WISCONSIN AVE STRAZ TOWER · MILWAUKEE, WI 532332310 | Investment Management | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,383 | $112,772+20.9% | $57,357+137.8% | $59,188+130.4% |
| Participation rate | 98.4% | 71.3%+27.0pp | 75.1%+23.3pp | 69.4%+28.9pp |
| Annual return | 1.79% | 0.85%+0.9pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $4,992 | $3,400+46.8% | $2,689+85.6% | $2,098+137.9% |
| Participant deferral / active EE | $3,113 | $3,010+3.4% | $3,162-1.6% | $3,265-4.7% |
| Admin fee / account holder | $701 | $144+386.8% | $3,357-79.1% | $92+660.2% |