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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 | $60,393+342.3% | $81,820+226.5% | $74,429+258.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.74% | 16.89%-3.1pp | 777.93%-764.2pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $17,498 | $2,626+566.2% | $2,915+500.3% | $2,625+566.6% |
| Participant deferral / active EE | $17,959 | $3,397+428.7% | $4,323+315.5% | $4,348+313.0% |
| Admin fee / account holder | $24 | $1,491-98.4% | $7,391-99.7% | $1,944-98.8% |