Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $60,305+342.9% | $81,780+226.6% | $74,400+259.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.74% | 16.89%-3.1pp | 776.27%-762.5pp | 1367.51%-1353.8pp |
| Employer contribution / active EE | $17,498 | $2,623+567.1% | $2,914+500.5% | $2,624+566.7% |
| Participant deferral / active EE | $17,959 | $3,390+429.8% | $4,321+315.7% | $4,348+313.0% |
| Admin fee / account holder | $24 | $1,484-98.4% | $7,384-99.7% | $1,944-98.8% |