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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $107,001 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,511 |
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.
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 | $98,349 | $75,183+30.8% | $123,894-20.6% | $55,167+78.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 81.4%+3.8pp | 69.0%+16.2pp |
| Annual return | 5.12% | 19.01%-13.9pp | 47.52%-42.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $4,400 | $2,823+55.8% | $4,617-4.7% | $1,963+124.2% |
| Participant deferral / active EE | $5,029 | $5,084-1.1% | $5,984-16.0% | $3,054+64.7% |
| Admin fee / account holder | $658 | $663-0.7% | $8,357-92.1% | $504+30.6% |