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| Provider | Service type | Compensation |
|---|---|---|
PILLAR WEALTH ADVISORS LLC3 years Service code 99 · EIN 30-0708045 | Other Fees | $47,932 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $8,788 |
Service code 49 1407 FOULK RD STE 100 · WILMINGTON, DE 19803 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,813 | $73,638+5.7% | $108,405-28.2% | $79,389-2.0% |
| Participation rate | 83.5% | 77.4%+6.1pp | 80.1%+3.3pp | 70.7%+12.8pp |
| Annual return | 19.84% | 33.27%-13.4pp | 905.55%-885.7pp | 116.89%-97.1pp |
| Employer contribution / active EE | $4,758 | $2,397+98.5% | $3,559+33.7% | $2,428+96.0% |
| Participant deferral / active EE | $8,789 | $6,218+41.3% | $6,563+33.9% | $4,046+117.2% |
| Admin fee / account holder | $34 | $638-94.7% | $7,297-99.5% | $626-94.6% |