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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 28 9841 WASHINGTONIAN BLVD. · GAITHERSBURG, MD 20878 | Investment Management | $36,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,025 | $65,453-2.2% | $86,698-26.2% | $66,938-4.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -14.51% | -10.89%-3.6pp | 35.95%-50.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,762 | $2,154+121.1% | $2,837+67.9% | $2,545+87.1% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $286 | $642-55.5% | $7,493-96.2% | $594-51.9% |