Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC3 years Filed as: MAI CAPITAL MANANGEMENT, LLC Service code 99 | Other Fees | $70,447 |
Service code 49 · EIN 13-3180178 | Other Services | $24,271 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,592 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,599 |
MAI CAPITAL MANAGEMENT, LLC3 years Service code 99 · EIN 61-1495162 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,229 | $50,860+61.7% | $155,574-47.1% | $77,714+5.8% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 14.00% | 34.86%-20.9pp | 64.87%-50.9pp | 31.26%-17.3pp |
| Employer contribution / active EE | $4,216 | $1,991+111.8% | $4,676-9.8% | $2,727+54.6% |
| Participant deferral / active EE | $4,259 | $2,825+50.8% | $5,629-24.3% | $4,649-8.4% |
| Admin fee / account holder | $49 | $436-88.7% | $15,914-99.7% | $433-88.6% |