Filed October 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,557 |
AVENUE ONE ADVISORS1 year Service code 27 · EIN 83-1838623 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Advisory (Plan) | $46,516 |
Service code 49 | Other Services | $14,431 |
Filed as: LIMESTONE PENSION ASSOCATES, LLC Service code 49 · EIN 51-0383217 1407 FOULD ROAD · WILMINGTON, DE 19803 | 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,267 | $58,888+425.2% | $178,498+73.3% | $73,493+320.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 7.24% | 24.86%-17.6pp | 151.09%-143.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $13,792 | $2,236+516.8% | $5,011+175.2% | $2,270+507.6% |
| Participant deferral / active EE | $8,799 | $2,568+242.6% | $5,202+69.1% | $3,740+135.3% |
| Admin fee / account holder | $418 | $400+4.5% | $13,985-97.0% | $513-18.4% |