Plan Ledger DOL Form 5500 · updated monthly

McKinley Capital Management, LLC401(k)

MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN · ANCHORAGE, AK · plan year 2022

Reported admin expense ratio · 2022
0.00%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

McKinley Capital Management, LLC reported $770 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,000 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 64th-largest of 160 plans among Alaska employers on file, and 2,718th of 4,798 in finance & insurance. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,777,007
Participants with balances143
Active participants91
Employer contributions$364,015
Employee contributions$759,724
Employer contribution per active participant$4,000
Average account balance$173,266
Benefits paid to participants$1,493,812
Plan auditUnmodified (clean) audit opinion
AuditorSWALLING & ASSOCIATES PC
The McKinley Capital Management, LLC 401(k) match · 2022
Employer contribution per active participant$4,000
Median for plans this size$2,266

McKinley Capital Management, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$770 · 0.00%
Similar plansFinance & Insurance · Alaska
First National Bank Alaska AK$119.5M · 0.14%
Northrim Bank AK$101.4M · 0.15%
Tanadgusix Corporation AK$34.6M · 0.30%
Credit Union 1 AK$34.0M · 0.17%
McKinley Management, LLC AK$24.4M · 0.07%
First Bank AK$23.5M · 0.04%
Teya Development, LLC AK$2.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920136349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.