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 · MILWAUKEE, WI 532332310 | Investment Management | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,508 | $59,188+17.4% | - | $59,188+17.4% |
| Participation rate | 95.0% | 69.4%+25.6pp | - | 69.4%+25.6pp |
| Annual return | 6.15% | 5.51%+0.6pp | - | 5.51%+0.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | - | $2,098-100.0% |
| Participant deferral / active EE | $3,752 | $3,265+14.9% | - | $3,265+14.9% |
| Admin fee / account holder | $350 | $92+279.8% | - | $92+279.8% |