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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ - INR Service code 27 · EIN 31-1582098 | Advisory (Plan) | $47,397 |
PCS RETIREMENT, LLC2 years Service code 64 · EIN 23-3038464 | Recordkeeping Fees | $37,312 |
8 funds of $250K or more; 18 lines in all, holding $16.5M of the plan's $16.5M. From the 2024 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Bond Market Index Admiral N/R Vanguard · Mutual fund Index | $5.0M | 30.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 18.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 18.8% |
| The Vanguard Group, Inc. Vanguard Value Index Admiral Vanguard · Mutual fund Index | $3.0M | 18.5% |
| Shares Vanguard Mid-Cap Value Index Fund, Admiral Shares N/R Vanguard · Mutual fund Index | $761K | 4.6% |
| Vanguard Short-Term Bond Index Admiral N/R Vanguard · Mutual fund Index | $435K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $275K | 1.7% |
| Vanguard High-Yield Corporate Admiral N/R Vanguard · Mutual fund Index | $272K | 1.7% |
| Fully Benefit-Responsive Investment Contract Metropolitan Life Insurance MetLife · Insurance contract | $243K | 1.5% |
| Vanguard Real Estate Index Adm N/R Vanguard · Mutual fund Index | $130K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.