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| Provider | Service type | Compensation |
|---|---|---|
AGC RETIREMENT TRUST6+ years Service code 26 · EIN 95-2889854 | Advisory (Participants) | $148,225 |
CLARIVEST4 years Service code 26 | Advisory (Participants) | $41,436 |
Filed as: BRANDYWINE Service code 26 | Advisory (Participants) | $36,796 |
CLELLAND6+ years Service code 26 | Advisory (Participants) | $35,000 |
ULLICO1 year Filed as: UNION BANK Service code 26 | Advisory (Participants) | $12,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,187 | $69,383-6.0% | $101,264-35.6% | $73,493-11.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 8.42% | 18.46%-10.0pp | 46.48%-38.1pp | 28.51%-20.1pp |
| Employer contribution / active EE | $5,624 | $2,628+114.0% | $3,660+53.7% | $2,270+147.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $594 | $704-15.6% | $5,947-90.0% | $513+15.7% |