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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LIMESTONE PENSION ASSOCIATES INC. Service code 16 · EIN 51-0383217 1407 FOULK RD STE 100 · WILMINGTON, DE 198032700 | Consulting | $5,147 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,406 | $75,962-73.1% | $154,108-86.8% | $64,173-68.2% |
| Participation rate | 73.6% | 70.4%+3.1pp | 83.0%-9.5pp | 69.6%+4.0pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.21%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,639 | $3,350-51.1% | $5,298-69.1% | $2,381-31.1% |
| Participant deferral / active EE | $2,642 | $3,175-16.8% | $5,081-48.0% | $3,470-23.9% |
| Admin fee / account holder | $77 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |