Filed October 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL1 year Service code 17 · EIN 83-1838623 112 FRENCH STREET · WILMINGTON, DE 19801 | Pension Consulting | $65,078 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,300 |
Filed as: LIMESTONE PENSIION ASSOCIATES, LLC Service code 49 | Other Services | $20,366 |
Filed as: LIMESTONE PENSION ASSOCATES, LLC Service code 49 · EIN 51-0383217 HANBY BUILDING · WILMINGTON, DE 198104806 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,069 | $45,343+740.4% | $150,298+153.5% | $67,986+460.5% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 10.23% | 33.28%-23.0pp | 62.79%-52.6pp | 31.67%-21.4pp |
| Employer contribution / active EE | $12,315 | $1,462+742.4% | $4,154+196.5% | $2,019+510.1% |
| Participant deferral / active EE | $9,623 | $2,055+368.4% | $5,453+76.5% | $3,358+186.6% |
| Admin fee / account holder | $588 | $2,250-73.9% | $14,116-95.8% | $3,203-81.6% |