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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) | $62,992 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,674 |
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 | $121,338 | $89,652+35.3% | $141,191-14.1% | $65,185+86.1% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.2pp |
| Annual return | 23.07% | 32.79%-9.7pp | 71.41%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $4,022 | $3,065+31.2% | $4,736-15.1% | $2,177+84.8% |
| Participant deferral / active EE | $6,523 | $5,691+14.6% | $6,710-2.8% | $3,514+85.6% |
| Admin fee / account holder | $450 | $569-20.9% | $10,264-95.6% | $847-46.9% |