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| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST3 years Filed as: AGC RETIREMENT TUST Service code 26 · EIN 95-2889854 | Advisory (Participants) | $79,540 |
CLELLAND10+ years Service code 26 5151 SHOREHAM PL SUITE 130 · SAN DIEGO, CA 92122 | Advisory (Participants) | $17,500 |
Filed as: BRANDYWINE GLOBAL Service code 26 1735 MARKET ST #1800 · PHILADELPHIA, PA 19103 | Advisory (Participants) | $11,125 |
CLARIVEST8 years Service code 26 3611 VALLEY CENTRE DR #100 · SAN DIEGO, CA 92130 | Advisory (Participants) | $10,017 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 26 2000 CROWN COLONY DRIVE · QUINCY, MA 02169 | Advisory (Participants) | $1,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,618 | $82,979-28.2% | $102,412-41.8% | $77,736-23.3% |
| Participation rate | 92.1% | 71.5%+20.6pp | 74.5%+17.6pp | 70.6%+21.5pp |
| Annual return | 11.63% | 19.11%-7.5pp | 24.94%-13.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $2,828 | $3,554-20.4% | $3,870-26.9% | $2,728+3.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $301 | $639-52.9% | $8,388-96.4% | $433-30.6% |