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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 28 9841 WASHINGTONIAN BLVD. · GAITHERSBURG, MD 20878 | Investment Management | $39,249 |
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 | $67,333 | $65,376+3.0% | $87,104-22.7% | $65,185+3.3% |
| Participation rate | 82.8% | 75.3%+7.4pp | 76.9%+5.9pp | 70.2%+12.6pp |
| Annual return | 16.34% | 31.27%-14.9pp | 28.19%-11.8pp | 29.38%-13.0pp |
| Employer contribution / active EE | $3,448 | $1,822+89.2% | $2,521+36.8% | $2,177+58.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $271 | $520-47.9% | $7,491-96.4% | $847-68.0% |