Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST2+ years Service code 26 · EIN 95-2889854 | Advisory (Participants) | $135,863 |
WILLIAM BLAIR2+ years Filed as: WILLIAM & BLAIR COMPANY Service code 26 | Advisory (Participants) | $42,527 |
Filed as: BRANDYWINE Service code 26 | Advisory (Participants) | $38,244 |
CLELLAND2+ years Service code 26 | Advisory (Participants) | $35,000 |
PNC BANK, N.A.2+ years Filed as: PNC CAPITAL Service code 26 | Advisory (Participants) | $27,237 |
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 | $33,115 | $57,921-42.8% | $84,753-60.9% | $57,658-42.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.07% | 10.24%-5.2pp | 22.78%-17.7pp | 5.13%-0.1pp |
| Employer contribution / active EE | $4,684 | $2,598+80.3% | $3,574+31.1% | $1,974+137.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $353 | $130+172.6% | $5,333-93.4% | $95+273.9% |