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| 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 | $50,919+61.5% | $155,556-47.1% | $77,762+5.7% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 14.00% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.3pp |
| Employer contribution / active EE | $4,216 | $1,991+111.7% | $4,675-9.8% | $2,728+54.5% |
| Participant deferral / active EE | $4,259 | $2,824+50.8% | $5,631-24.4% | $4,651-8.4% |
| Admin fee / account holder | $49 | $437-88.7% | $15,885-99.7% | $433-88.6% |