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| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST4+ years Service code 26 · EIN 95-2889854 | Advisory (Participants) | $143,892 |
Filed as: BRANDYWINE Service code 26 | Advisory (Participants) | $43,209 |
CLARIVEST2 years Service code 26 | Advisory (Participants) | $41,627 |
CLELLAND4+ years Service code 26 | Advisory (Participants) | $35,000 |
PNC BANK, N.A.4+ years Filed as: PNC CAPITAL Service code 26 | Advisory (Participants) | $33,653 |
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 | $40,788 | $56,443-27.7% | $83,850-51.4% | $55,725-26.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.12% | 393.67%-398.8pp | 850.92%-856.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,270 | $2,682+59.2% | $3,631+17.6% | $2,078+105.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $447 | $156+186.2% | $5,478-91.8% | $115+288.2% |