Your Plan’s Performance Determines
Your Participant’s Retirement Readiness

PCI’s Quarterly Results

As of 3/31/2024

Contributions

0 %

of PCI clients’ contribution levels are on track to replace 70% or more income in retirement. 1

As of 3/31/2024

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Investment Performance

0 %

of PCI’s client investment lineups outperform an all-index lineup. 2

As of 4/30/2024

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Plan Fees

0 %

of PCI client fees paid by the plan are below the 50th percentile for plans of similar size. 3

As of 3/31/2024

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Further information regarding PCI’s quarterly performance results numbers can be found at the bottom of this webpage, or for additional information please visit our disclosures page.

Why We Report Our Performance

At PCI, we believe 401(k) plans can get employees on track for retirement. It’s a matter of setting the right KPIs and taking responsibility for them. In an industry where many advisers would rather you not know your plan’s performance, we are accountable for our outcomes.

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Performance Standards

PCI focuses on three plan outcomes: contribution amounts, investment performance, and fees paid by the plan.

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Transparent Reporting

Transparency is missing from this industry, which we believe is a big factor in poor performance. Many don’t realize it until it’s too late! Through transparent quarterly reporting, PCI clients clearly know whether they have outperforming (+) or underperforming (-) plans.

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Fee Accountability

PCI’s unique fee structure is designed to hold us accountable for our client’s plan
outcomes. If PCI doesn’t hit the clearly defined performance standards, our fees are reduced (up to two-thirds).

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We Want You To Know

[1] Performance measurement reflects the percentage of PCI client plans under a Performance-Driven Retirement Plan Management or Core Complete agreement, beginning at the end of the third calendar quarter following the effective date of the service contract, for which total contributions for the average eligible plan participant are projected to result in at least 70% income replacement in retirement. Performance is calculated based on a set of assumptions including retirement age of 67, 6.5% annual investment return, 3% inflation rate, annual Social Security benefit, and Social Security life expectancy.

 

[2] Performance measurement reflects the percentage of PCI client plans with assets under management of at least $5 million whose investment lineups since PCI management inception and through the given date outperform an all-index lineup, net of investment-related fees. Investment-related fees include fund fees as well as any PCI investment performance and investment advisory fees.

 

[3] Performance measurement reflects the percentage of PCI client plans that are under a Performance-Driven Retirement Plan Management contract or have previously engaged PCI for Vendor Consultation, Vendor Management, or Vender Search services, for which total fees paid by the plan are below average for plans of similar size.

READY TO START?

Ready to Evaluate Your Plan’s Performance?


WHAT TO EXPECT:

1

Speak with an adviser who has evaluated your plan in the three critical areas.

2

Understand how your current plan is performing.

3

Learn what you can do to improve your plan’s performance.