Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC3 years Service code 99 | Other Fees | $34,563 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,803 |
Service code 49 · EIN 13-3180178 | Other Services | $7,278 |
MAI CAPITAL MANAGEMENT, LLC3 years Filed as: MAI CAPITAL MANAGEMENT,LLC Service code 99 · EIN 61-1495162 | Other Fees | $0 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,569 | $89,465-28.9% | $165,100-61.5% | $77,762-18.3% |
| Participation rate | 35.2% | 78.6%-43.5pp | 78.6%-43.5pp | 70.6%-35.4pp |
| Annual return | 13.32% | 28.86%-15.5pp | 70.21%-56.9pp | 31.27%-17.9pp |
| Employer contribution / active EE | $740 | $2,565-71.1% | $4,348-83.0% | $2,728-72.9% |
| Participant deferral / active EE | $1,277 | $4,904-74.0% | $6,035-78.8% | $4,651-72.5% |
| Admin fee / account holder | $55 | $340-83.7% | $12,696-99.6% | $433-87.2% |