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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $59,289 |
PCS RETIREMENT, LLC4 years Filed as: PCS RETIREMENT Service code 15 · EIN 57-1198022 | Recordkeeping | $19,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,683 | $78,562+10.3% | $105,608-17.9% | $74,429+16.5% |
| Participation rate | 87.0% | 72.8%+14.2pp | 75.3%+11.8pp | 67.2%+19.8pp |
| Annual return | 13.90% | 15.94%-2.0pp | 116.50%-102.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $3,842 | $2,521+52.4% | $3,167+21.3% | $2,625+46.4% |
| Participant deferral / active EE | $2,955 | $4,321-31.6% | $5,010-41.0% | $4,348-32.0% |
| Admin fee / account holder | $430 | $2,217-80.6% | $11,028-96.1% | $1,944-77.9% |