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| Provider | Service type | Compensation |
|---|---|---|
PILLAR WEALTH ADVISORS LLC4 years Service code 99 · EIN 30-0708045 | Other Fees | $40,227 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $10,237 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,684 | $58,320+24.6% | $86,451-15.9% | $66,949+8.6% |
| Participation rate | 83.7% | 78.6%+5.1pp | 80.3%+3.4pp | 69.8%+13.9pp |
| Annual return | -18.05% | -9.71%-8.3pp | 4398.51%-4416.6pp | 1.57%-19.6pp |
| Employer contribution / active EE | $5,086 | $2,615+94.5% | $3,770+34.9% | $2,545+99.8% |
| Participant deferral / active EE | $9,244 | $6,899+34.0% | $6,953+32.9% | $4,239+118.1% |
| Admin fee / account holder | $23 | $546-95.8% | $6,734-99.7% | $594-96.2% |