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| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST1+ years Service code 26 · EIN 95-2889854 | Advisory (Participants) | $203,769 |
WILLIAM BLAIR1+ years Filed as: WILLIAM & BLAIR COMPANY Service code 26 | Advisory (Participants) | $44,273 |
Filed as: BRANDYWINE Service code 26 | Advisory (Participants) | $37,334 |
CLELLAND1+ years Service code 26 | Advisory (Participants) | $35,000 |
PNC BANK, N.A.1+ years Filed as: PNC CAPITAL Service code 26 | Advisory (Participants) | $29,884 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,441 | $50,498-31.8% | $75,784-54.6% | $55,191-37.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.80% | 1.80%-1.0pp | 9.68%-8.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,837 | $2,291+23.8% | $3,323-14.6% | $1,899+49.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $490 | $123+297.9% | $5,300-90.8% | $91+439.3% |