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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $43,949 |
Filed as: PROFESSIONAL CAPITAL CORP Service code 15 · EIN 27-1033755 | Recordkeeping | $12,797 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,609 | $49,451+12.5% | $79,580-30.1% | $66,938-16.9% |
| Participation rate | 53.5% | 61.3%-7.8pp | 69.5%-16.0pp | 69.8%-16.3pp |
| Annual return | -14.12% | 84.25%-98.4pp | 0.15%-14.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,564 | $1,266+102.6% | $2,413+6.2% | $2,545+0.7% |
| Participant deferral / active EE | $5,064 | $3,159+60.3% | $3,985+27.1% | $4,238+19.5% |
| Admin fee / account holder | $484 | $595-18.6% | $6,835-92.9% | $594-18.5% |