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| Provider | Service type | Compensation |
|---|---|---|
PILLAR WEALTH ADVISORS LLC5 years Service code 99 · EIN 30-0708045 | Other Fees | $40,244 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $10,848 |
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 | $92,094 | $69,511+32.5% | $94,672-2.7% | $71,529+28.8% |
| Participation rate | 85.1% | 78.4%+6.6pp | 80.8%+4.2pp | 67.9%+17.1pp |
| Annual return | 18.24% | 29.67%-11.4pp | 156.89%-138.6pp | 28.97%-10.7pp |
| Employer contribution / active EE | $6,427 | $2,853+125.2% | $3,673+75.0% | $2,590+148.1% |
| Participant deferral / active EE | $11,831 | $7,348+61.0% | $7,417+59.5% | $4,291+175.7% |
| Admin fee / account holder | $67 | $1,211-94.4% | $7,222-99.1% | $1,588-95.8% |