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| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST3+ years Service code 26 · EIN 95-2889854 | Advisory (Participants) | $131,738 |
Filed as: BRANDYWINE Service code 26 | Advisory (Participants) | $42,857 |
WILLIAM BLAIR3+ years Filed as: WILLIAM & BLAIR COMPANY Service code 26 | Advisory (Participants) | $42,527 |
CLELLAND3+ years Service code 26 | Advisory (Participants) | $35,000 |
PNC BANK, N.A.3+ years Filed as: PNC CAPITAL Service code 26 | Advisory (Participants) | $30,703 |
CLARIVEST1 year Service code 26 | Advisory (Participants) | $13,301 |
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 | $42,318 | $60,545-30.1% | $92,240-54.1% | $69,631-39.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.84% | 19.71%-6.9pp | 176.29%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $3,600 | $2,633+36.7% | $3,680-2.2% | $2,032+77.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $413 | $145+185.4% | $5,194-92.0% | $110+274.2% |