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| Provider | Service type | Compensation |
|---|---|---|
LOMBARD ADVISERS INC.3 years Service code 26 · EIN 52-1695548 1820 LANCASTER STRETT · BALTIMORE, MD 21231 | Advisory (Participants) | $16,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,286 | $51,895+4.6% | $93,063-41.7% | $79,634-31.8% |
| Participation rate | 90.4% | 52.6%+37.8pp | 72.1%+18.3pp | 62.5%+27.9pp |
| Annual return | 25.81% | 18.14%+7.7pp | 34.15%-8.3pp | 36.46%-10.6pp |
| Employer contribution / active EE | $4,104 | $1,561+163.0% | $2,476+65.8% | $2,529+62.3% |
| Participant deferral / active EE | $9,622 | $2,964+224.6% | $3,958+143.1% | $3,835+150.9% |
| Admin fee / account holder | $77 | $657-88.3% | $6,033-98.7% | $1,002-92.3% |