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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) | $42,488 |
MMLIS2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Commissions | $19,569 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,850 |
Filed as: DUNBAR BENDER & ZAPF, INC. Service code 13 400 HOLIDAY DR., STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $1,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,081 |
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 | $78,474 | $100,272-21.7% | $170,057-53.9% | $74,473+5.4% |
| Participation rate | 95.7% | 87.4%+8.3pp | 87.0%+8.6pp | 70.7%+24.9pp |
| Annual return | 12.01% | 66.12%-54.1pp | 53.42%-41.4pp | 34.36%-22.3pp |
| Employer contribution / active EE | $4,280 | $4,266+0.3% | $6,790-37.0% | $2,638+62.2% |
| Participant deferral / active EE | $3,720 | $7,147-47.9% | $10,411-64.3% | $4,530-17.9% |
| Admin fee / account holder | $10 | $235-95.8% | $12,826-99.9% | $347-97.2% |