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 |
|---|---|---|
CAPITAL CITY INVESTMENTS6 years Service code 26 1301 METROPOLITAN BOULEVARD · TALLAHASSEE, FL 32308 | Advisory (Participants) | $51,398 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 14 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $20,304 |
BPAS6 years Filed as: BPAS (TPA-GR) Service code 27 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $13,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,493 | $55,446+84.9% | $155,574-34.1% | $74,429+37.7% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.6pp | 67.2%-4.6pp |
| Annual return | 9.69% | 269.20%-259.5pp | 64.87%-55.2pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $2,439 | $2,266+7.6% | $4,676-47.8% | $2,625-7.1% |
| Participant deferral / active EE | $4,057 | $2,836+43.0% | $5,629-27.9% | $4,348-6.7% |
| Admin fee / account holder | $624 | $1,743-64.2% | $15,914-96.1% | $1,944-67.9% |