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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 54-2065665 1100 EXPLORATION WAY · HAMPTON, VA 23666 | Plan Administrator | $69,875 |
PBMARES, LLP1 year Service code 11 · EIN 54-0737372 701 TOWN CENTER DRIVE, STE. 900 · NEWPORT NEWS, VA 236064287 | Actuarial | $6,750 |
TIAA10+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $15 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,346 | $69,708+101.3% | $67,560+107.7% | $74,478+88.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.92% | -40.67%+53.6pp | 3533.50%-3520.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,142 | $2,715-21.1% | $2,737-21.7% | $2,626-18.5% |
| Participant deferral / active EE | $3,500 | $3,637-3.8% | $4,004-12.6% | $4,350-19.5% |
| Admin fee / account holder | $295 | $887-66.7% | $3,994-92.6% | $1,946-84.8% |