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| Provider | Service type | Compensation |
|---|---|---|
AVENUE ONE ADVISORS1 year Filed as: AVENUE 1 ADVISORS, LLC Service code 27 | Advisory (Plan) | $39,682 |
Service code 64 | Recordkeeping Fees | $28,263 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 13 | Contract Administrator | $18,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,314 | $61,473-45.8% | $81,716-59.2% | $73,412-54.6% |
| Participation rate | 37.5% | 72.4%-34.9pp | 72.0%-34.5pp | 72.2%-34.7pp |
| Annual return | 18.91% | 28.26%-9.3pp | 29.49%-10.6pp | 59.30%-40.4pp |
| Employer contribution / active EE | $786 | $1,898-58.6% | $4,310-81.8% | $2,234-64.8% |
| Participant deferral / active EE | $1,725 | $3,080-44.0% | $7,108-75.7% | $3,806-54.7% |
| Admin fee / account holder | $197 | $125+56.7% | $5,159-96.2% | $158+24.6% |