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| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY CARTER WEALTH SERVICES7+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $111,137 |
ARGENT TRUST COMPANY7+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Investment Management | $50,833 |
RBC WEALTH MANAGEMENT4 years Service code 28 · EIN 41-1416330 170 LAIDLY TOWER · CHARLESTON, WV 25301 | Investment Management | $43,121 |
GAMBLE JONES MURPHY BRENT7+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $31,058 |
JANNEY MONTGOMERY SCOTT LLC7+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $13,028 |
AMERICAN FUNDS7+ years Filed as: AMERICAN FUNDS RECORDKEEPER DIRECT Service code 15 · EIN 95-6817943 C/O CAPITAL BANK AND TRUST COMPANY · INDIANAPOLIS, IN 462066040 | Recordkeeping | $1,388 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $449,687 | $105,200+327.5% | $159,474+182.0% | $85,847+423.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $10,277 | $3,319+209.7% | $4,831+112.7% | $2,565+300.6% |
| Participant deferral / active EE | $7,381 | $5,946+24.1% | $7,353+0.4% | $3,952+86.7% |
| Admin fee / account holder | $1,840 | $6,934-73.5% | $10,802-83.0% | $6,261-70.6% |