Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| 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 |
11 funds of $250K or more; 25 lines in all, holding $13.9M of the plan's $13.9M. From the 2024 filing. Recordkeeper: PCS Retirement.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 60/40 Moderate Aggressive Managed Trust Fund Vanguard · Collective trust | $6.7M | 48.1% |
| iShares Core S&P 500 ETF BlackRock · ETF Index | $1.4M | 9.8% |
| Vanguard 40/60 Moderate Managed Trust Fund Vanguard · Collective trust | $987K | 7.1% |
| Vanguard Value ETF Vanguard · ETF Index | $661K | 4.8% |
| Vanguard Real Estate ETF Vanguard · ETF Index | $517K | 3.7% |
| Vanguard 70/30 Moderate Aggressive Growth Mgd Trust Fd Vanguard · Collective trust | $498K | 3.6% |
| iShares S&P 500 Growth ETF BlackRock · ETF Index | $491K | 3.5% |
| Metlife Stable Value GAC-25053 MetLife · Insurance contract | $476K | 3.4% |
| Vanguard 80/20 Aggressive Management Trust Fund Vanguard · Collective trust | $410K | 3.0% |
| iShares S&P SmallCap 600 Growth BlackRock · ETF Index | $285K | 2.1% |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.