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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) | $59,688 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,970 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,373 | $99,957+32.4% | $149,730-11.6% | $73,493+80.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 13.79% | 53.87%-40.1pp | 276.70%-262.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,941 | $3,191+23.5% | $4,645-15.2% | $2,270+73.6% |
| Participant deferral / active EE | $8,200 | $6,073+35.0% | $6,843+19.8% | $3,740+119.3% |
| Admin fee / account holder | $449 | $551-18.5% | $9,310-95.2% | $513-12.5% |