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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES2 years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $57,918 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,638 | $80,753+53.1% | $136,298-9.3% | $62,293+98.5% |
| Participation rate | 96.0% | 73.5%+22.4pp | 81.9%+14.0pp | 69.5%+26.5pp |
| Annual return | 16.77% | 35.83%-19.1pp | 5156.27%-5139.5pp | 28.90%-12.1pp |
| Employer contribution / active EE | $4,439 | $2,884+53.9% | $4,696-5.5% | $2,042+117.3% |
| Participant deferral / active EE | $5,949 | $5,164+15.2% | $6,247-4.8% | $3,169+87.7% |
| Admin fee / account holder | $549 | $525+4.4% | $9,244-94.1% | $479+14.5% |