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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH SERVICES INC Service code 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $25,314 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 54 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Sales Loads | $16,298 |
Filed as: EMPOWER ADVISOR GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,409 |
METRO BENEFITS, INC.5 years Service code 13 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $4,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,337 | $166,242-67.3% | $165,071-67.1% | $145,884-62.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.57% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $672 | $16,658-96.0% | $12,695-94.7% | $13,392-95.0% |