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| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY CARTER WEALTH SERVICES9+ years Filed as: MCKINLEY CARTER TRUST COMPANY Service code 28 · EIN 72-1173060 2000 DIETRICK BLVD · CHARLESTON, WV 25311 | Investment Management | $85,683 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $52,436 |
ARGENT TRUST COMPANY9+ years Filed as: ARGENT TRUST COMPANY, N.A Service code 28 · EIN 72-1173060 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Investment Management | $46,203 |
CERITY PARTNERS1 year Service code 28 | Investment Management | $21,521 |
MATT STRINGER1 year Filed as: MATT MATHIAS Service code 28 | Investment Management | $13,297 |
JANNEY MONTGOMERY SCOTT LLC9+ years Filed as: JANNEY MONGTOMERY SCOTT Service code 28 | Investment Management | $7,383 |
GAMBLE JONES MURPHY BRENT9+ years Service code 28 · EIN 95-4249094 301 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $6,624 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIRMENT PLAN SERVIC Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,062 |
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 | $409,699 | $93,598+337.7% | $135,974+201.3% | $75,173+445.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.62% | 30.89%-12.3pp | 68.30%-49.7pp | 160.72%-142.1pp |
| Employer contribution / active EE | $9,695 | $3,538+174.0% | $4,859+99.5% | $2,671+263.0% |
| Participant deferral / active EE | $6,484 | $6,405+1.2% | $7,760-16.4% | $4,126+57.1% |
| Admin fee / account holder | $1,760 | $6,978-74.8% | $10,767-83.7% | $5,651-68.9% |