Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF TEACHER ADVISORS, INC. Service code 28 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Management | $221,991 |
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 19435 W CAPITOL · BROOKFIELD, WI 530452737 | Advisory (Plan) | $95,416 |
MARQUETTE UNIVERSITY8+ years Service code 10 · EIN 39-0806251 915WWISCONSIN AVE STARZTOWER RM185 · MILWAUKEE, WI 53233 | Accounting | $16,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,230 | $98,780+89.5% | $60,919+207.3% | $77,906+140.3% |
| Participation rate | 99.9% | 76.7%+23.3pp | 73.1%+26.8pp | 73.7%+26.3pp |
| Annual return | -10.52% | -11.56%+1.0pp | 16.98%-27.5pp | 12.16%-22.7pp |
| Employer contribution / active EE | $6,052 | $3,605+67.9% | $2,704+123.8% | $2,846+112.6% |
| Participant deferral / active EE | $7,307 | $4,200+74.0% | $3,814+91.6% | $4,805+52.1% |
| Admin fee / account holder | $80 | $89-9.4% | $3,226-97.5% | $133-39.4% |