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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $33,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,844 | $151,310-44.6% | $100,392-16.5% | - |
| Participation rate | 87.6% | 67.4%+20.1pp | 81.5%+6.0pp | - |
| Annual return | 21.90% | 14.08%+7.8pp | 49.45%-27.5pp | - |
| Employer contribution / active EE | $6,404 | $2,536+152.6% | $3,941+62.5% | - |
| Participant deferral / active EE | $15,093 | $4,236+256.3% | $8,090+86.6% | - |
| Admin fee / account holder | $77 | $25,296-99.7% | $7,904-99.0% | - |