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| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS2+ years Filed as: ARTISAN FUNDS Service code 99 | Other Fees | $0 |
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 | $271,780 | $77,638+250.1% | $156,551+73.6% | $62,881+332.2% |
| Participation rate | 99.0% | 71.2%+27.8pp | 84.0%+15.0pp | 69.3%+29.7pp |
| Annual return | 5.56% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $7,722 | $3,444+124.2% | $5,501+40.4% | $2,281+238.5% |
| Participant deferral / active EE | $6,248 | $3,046+105.2% | $4,871+28.3% | $3,203+95.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |