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| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY CARTER WEALTH SERVICES2+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $44,323 |
ARGENT TRUST COMPANY2+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 305 S. VIENNA ST · RUSTON, LA 71270 | Investment Management | $40,130 |
GAMBLE JONES MURPHY BRENT2+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $26,171 |
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $17,299 |
MATTHEW COLLINS1 year Filed as: MATTHEW MATHIAS Service code 28 | Investment Management | $6,026 |
AMERICAN FUNDS2+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $2,640 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,270 | $75,183+191.6% | $123,894+77.0% | $55,167+297.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 5.20% | 19.01%-13.8pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $10,441 | $2,823+269.8% | $4,617+126.1% | $1,963+432.0% |
| Participant deferral / active EE | $6,790 | $5,084+33.5% | $5,984+13.5% | $3,054+122.3% |
| Admin fee / account holder | $1,153 | $663+74.0% | $8,357-86.2% | $504+128.7% |