| Provider | Service type | Compensation |
|---|---|---|
THE LAMPO GROUP, INC.1 year Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $40,584 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $35,569 |
Service code 10 8550 UNITED PLAZA BLVD. · BATON ROUGE, LA 70809 | Accounting | $16,250 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,473 |
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 | $53,118 | $64,311-17.4% | $110,243-51.8% | $75,289-29.4% |
| Participation rate | 95.4% | 79.3%+16.1pp | 79.8%+15.6pp | 72.4%+23.0pp |
| Annual return | -4.46% | -1.74%-2.7pp | 314.76%-319.2pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,846 | $2,404-23.2% | $3,827-51.8% | $2,405-23.3% |
| Participant deferral / active EE | $3,523 | $3,892-9.5% | $4,672-24.6% | $3,739-5.8% |
| Admin fee / account holder | $22 | $88-74.5% | $8,548-99.7% | $102-78.2% |