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| Provider | Service type | Compensation |
|---|---|---|
PBMARES, LLP2 years Service code 13 · EIN 54-0737372 701 TOWN CENTER DRIVE · NEWPORT NEWS, VA 23606 | Contract Administrator | $3,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,104 | $60,504+341.5% | $81,882+226.2% | $74,478+258.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.74% | 16.91%-3.2pp | 779.47%-765.7pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $17,498 | $2,627+566.2% | $2,916+500.1% | $2,626+566.3% |
| Participant deferral / active EE | $17,959 | $3,400+428.3% | $4,323+315.4% | $4,350+312.8% |
| Admin fee / account holder | $24 | $1,492-98.4% | $7,360-99.7% | $1,946-98.8% |