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, LLC4 years Filed as: MAI CAPITAL MANANGEMENT, LLC Service code 99 | Other Fees | $88,052 |
Service code 49 · EIN 13-3180178 | Other Services | $28,257 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,030 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,143 |
MAI CAPITAL MANAGEMENT, LLC4 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 | $94,496 | $46,464+103.4% | $150,298-37.1% | $79,634+18.7% |
| Participation rate | 99.6% | 57.0%+42.6pp | 77.8%+21.8pp | 62.5%+37.1pp |
| Annual return | 15.14% | 27.89%-12.8pp | 62.79%-47.6pp | 36.46%-21.3pp |
| Employer contribution / active EE | $4,341 | $1,512+187.2% | $4,154+4.5% | $2,529+71.6% |
| Participant deferral / active EE | $4,525 | $2,157+109.8% | $5,453-17.0% | $3,835+18.0% |
| Admin fee / account holder | $81 | $891-90.9% | $14,116-99.4% | $1,002-91.9% |