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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $60,382 |
PCS RETIREMENT, LLC5 years Filed as: PCS RETIREMENT Service code 15 · EIN 57-1198022 | Recordkeeping | $18,575 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,304 | $80,705-1.7% | $115,768-31.5% | $67,986+16.6% |
| Participation rate | 93.2% | 63.0%+30.2pp | 74.4%+18.8pp | 57.2%+36.0pp |
| Annual return | 12.73% | 18.49%-5.8pp | 100.46%-87.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $4,016 | $2,046+96.2% | $2,940+36.6% | $2,019+98.9% |
| Participant deferral / active EE | $3,225 | $3,559-9.4% | $4,917-34.4% | $3,358-4.0% |
| Admin fee / account holder | $399 | $4,135-90.4% | $12,439-96.8% | $3,203-87.6% |