Filed October 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AVENUE ONE ADVISORS5 years Service code 17 · EIN 83-1838623 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Pension Consulting | $62,831 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,004 |
Filed as: LIMESTONE PENSIION ASSOCIATES, LLC Service code 49 | Other Services | $19,811 |
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.)
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 | $355,977 | $55,446+542.0% | $155,574+128.8% | $74,429+378.3% |
| Participation rate | 79.7% | 61.9%+17.8pp | 78.2%+1.5pp | 67.2%+12.5pp |
| Annual return | 19.97% | 269.20%-249.2pp | 64.87%-44.9pp | 1368.38%-1348.4pp |
| Employer contribution / active EE | $9,786 | $2,266+331.9% | $4,676+109.3% | $2,625+272.8% |
| Participant deferral / active EE | $7,763 | $2,836+173.7% | $5,629+37.9% | $4,348+78.5% |
| Admin fee / account holder | $590 | $1,743-66.1% | $15,914-96.3% | $1,944-69.6% |