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| 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 |
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 | $55,470+84.8% | $155,556-34.1% | $74,478+37.6% |
| Participation rate | 62.6% | 61.9%+0.7pp | 78.2%-15.7pp | 67.2%-4.7pp |
| Annual return | 9.69% | 269.80%-260.1pp | 64.84%-55.1pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $2,439 | $2,267+7.6% | $4,675-47.8% | $2,626-7.1% |
| Participant deferral / active EE | $4,057 | $2,838+42.9% | $5,631-28.0% | $4,350-6.8% |
| Admin fee / account holder | $624 | $1,744-64.2% | $15,885-96.1% | $1,946-67.9% |