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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH SERVICES, IN Service code 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $78,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,457 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DR., STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $14,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,352 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 55 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,755 | $129,227-40.6% | $184,256-58.3% | $77,762-1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 10.74% | 33.24%-22.5pp | 28.85%-18.1pp | 31.27%-20.5pp |
| Employer contribution / active EE | $4,488 | $4,412+1.7% | $6,427-30.2% | $2,728+64.5% |
| Participant deferral / active EE | $3,827 | $7,307-47.6% | $9,133-58.1% | $4,651-17.7% |
| Admin fee / account holder | $257 | $256+0.6% | $13,899-98.1% | $433-40.6% |