Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE UNIVERSITY3+ years Service code 28 · EIN 39-0806251 915 W WISCONSIN AVE STRAZ TOWER · MILWAUKEE, WI 532332310 | Investment Management | $25,500 |
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 | $170,746 | $92,091+85.4% | $63,018+170.9% | $77,958+119.0% |
| Participation rate | 97.8% | 74.5%+23.4pp | 74.8%+23.0pp | 71.6%+26.2pp |
| Annual return | 34.19% | 16.23%+18.0pp | 87.63%-53.4pp | 20.87%+13.3pp |
| Employer contribution / active EE | $4,628 | $3,424+35.2% | $2,761+67.6% | $2,310+100.3% |
| Participant deferral / active EE | $4,987 | $3,361+48.4% | $3,330+49.8% | $3,537+41.0% |
| Admin fee / account holder | $641 | $48+1238.3% | $3,601-82.2% | $97+558.7% |