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| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS1+ years Filed as: ARTISAN FUNDS Service code 99 | Other Fees | $0 |
Plan reported the discovery of a loss from fraud or dishonesty.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,117 | $46,360+454.6% | $147,617+74.2% | $52,331+391.3% |
| Participation rate | 97.2% | 64.9%+32.3pp | 84.6%+12.6pp | 68.1%+29.1pp |
| Annual return | 1.35% | 1.62%-0.3pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $7,570 | $2,126+256.0% | $5,564+36.0% | $1,882+302.3% |
| Participant deferral / active EE | $6,618 | $2,258+193.2% | $4,895+35.2% | $3,022+119.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |