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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 28 9841 WASHINGTONIAN BLVD. · GAITHERSBURG, MD 20878 | Investment Management | $34,210 |
Annual investment return 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 | $76,939 | $79,181-2.8% | $102,423-24.9% | $74,429+3.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 7.17% | 54.97%-47.8pp | 29.42%-22.3pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $2,586 | $2,362+9.5% | $3,023-14.4% | $2,625-1.5% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $259 | $2,002-87.1% | $9,455-97.3% | $1,944-86.7% |