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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCKAY WEALTH MANAGEMENT Service code 99 · EIN 41-0945505 | Other Fees | $0 |
Service code 49 · EIN 93-1327877 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,308 | $95,406+16.7% | $185,849-40.1% | $85,847+29.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.48% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $5,451 | $3,314+64.5% | $5,169+5.5% | $2,565+112.5% |
| Participant deferral / active EE | $6,325 | $3,424+84.7% | $5,569+13.6% | $3,952+60.0% |
| Admin fee / account holder | $29 | $7,214-99.6% | $16,244-99.8% | $6,261-99.5% |