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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PBMARES WEALTH MANAGEMENT LLC Service code 27 725 JACKSON STREET · FREDERICKSBURG, VA 22401 | Advisory (Plan) | $27,752 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,959 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,151 | $64,707+0.7% | $112,228-41.9% | $68,494-4.9% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.1%+16.7pp | 67.9%+23.9pp |
| Annual return | 4.94% | -11.40%+16.3pp | 27.45%-22.5pp | -7.84%+12.8pp |
| Employer contribution / active EE | $21 | $2,746-99.2% | $3,635-99.4% | $2,596-99.2% |
| Participant deferral / active EE | $4,115 | $3,565+15.4% | $4,728-13.0% | $4,027+2.2% |
| Admin fee / account holder | $306 | $5,232-94.2% | $6,410-95.2% | $5,403-94.3% |