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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER Service code 28 9841 WASHINGTONIAN BLVD. · GAITHERSBURG, MD 20878 | Investment Management | $35,880 |
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 | $72,772 | $76,107-4.4% | $96,576-24.6% | $71,495+1.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 13.77% | 22.81%-9.0pp | 25.87%-12.1pp | 28.85%-15.1pp |
| Employer contribution / active EE | $4,386 | $2,247+95.2% | $2,965+47.9% | $2,589+69.4% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $278 | $2,708-89.7% | $8,253-96.6% | $1,588-82.5% |