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| Provider | Service type | Compensation |
|---|---|---|
PILLAR WEALTH ADVISORS LLC6 years Service code 99 · EIN 30-0708045 | Other Fees | $41,785 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 49 | Other Services | $12,301 |
Service code 49 · EIN 51-0383217 3411 SILVERSIDE RD HANBY BLDG STE · WILMINGTON, DE 19810 | Other Services | $0 |
Filed as: VOYA RETIREMENT RETIREMENT INSURANC Service code 64 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,934 | $79,089+28.9% | $100,392+1.5% | $74,459+36.9% |
| Participation rate | 82.8% | 79.4%+3.4pp | 81.5%+1.3pp | 67.2%+15.6pp |
| Annual return | 16.14% | 20.61%-4.5pp | 49.45%-33.3pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $5,655 | $3,015+87.5% | $3,941+43.5% | $2,626+115.3% |
| Participant deferral / active EE | $10,401 | $7,747+34.2% | $8,090+28.6% | $4,350+139.1% |
| Admin fee / account holder | $57 | $1,336-95.7% | $7,904-99.3% | $1,945-97.1% |