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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 28 9841 WASHINGTONIAN BLVD. · GAITHERSBURG, MD 20878 | Investment Management | $41,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,115 | $59,186+3.3% | $76,768-20.4% | $56,287+8.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.04% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,540 | $1,759+101.3% | $2,485+42.4% | $2,111+67.7% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $300 | $489-38.6% | $6,675-95.5% | $521-42.3% |