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| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY CARTER WEALTH SERVICES5+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $80,741 |
ARGENT TRUST COMPANY5+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 305 S. VIENNA ST · RUSTON, LA 71270 | Investment Management | $47,560 |
GAMBLE JONES MURPHY BRENT5+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $40,522 |
JANNEY MONTGOMERY SCOTT LLC5+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $16,666 |
AMERICAN FUNDS5+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $2,175 |
RBC WEALTH MANAGEMENT2 years Service code 28 · EIN 41-1416330 170 LAIDLY TOWER · CHARLESTON, WV 25301 | Investment Management | $1,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $351,353 | $89,370+293.1% | $141,197+148.8% | $72,976+381.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.89% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $10,107 | $3,115+224.5% | $4,736+113.4% | $2,440+314.2% |
| Participant deferral / active EE | $7,260 | $5,419+34.0% | $6,710+8.2% | $3,608+101.2% |
| Admin fee / account holder | $1,805 | $5,957-69.7% | $10,265-82.4% | $5,124-64.8% |