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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES3 years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 27 · EIN 05-0462357 | Advisory (Plan) | $53,486 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,120 |
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 | $112,365 | $73,102+53.7% | $123,553-9.1% | $56,289+99.6% |
| Participation rate | 99.4% | 74.3%+25.0pp | 82.3%+17.1pp | 69.9%+29.5pp |
| Annual return | 14.78% | 3.01%+11.8pp | 119.21%-104.4pp | -9.96%+24.7pp |
| Employer contribution / active EE | $4,065 | $2,977+36.5% | $4,628-12.2% | $2,111+92.5% |
| Participant deferral / active EE | $5,844 | $5,423+7.8% | $6,426-9.0% | $3,350+74.5% |
| Admin fee / account holder | $409 | $554-26.2% | $9,284-95.6% | $521-21.5% |