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| Provider | Service type | Compensation |
|---|---|---|
LOMBARD ADVISERS INC.2 years Service code 26 · EIN 52-1695548 1820 LANCASTER STRETT · BALTIMORE, MD 21231 | Advisory (Participants) | $11,526 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,328 | $59,006-30.0% | $97,295-57.5% | $74,478-44.5% |
| Participation rate | 86.5% | 63.7%+22.8pp | 72.7%+13.8pp | 67.2%+19.3pp |
| Annual return | 19.14% | 16.04%+3.1pp | 75.62%-56.5pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $3,919 | $1,894+106.9% | $2,723+43.9% | $2,626+49.2% |
| Participant deferral / active EE | $9,471 | $3,671+158.0% | $4,264+122.1% | $4,350+117.7% |
| Admin fee / account holder | $72 | $1,974-96.4% | $5,646-98.7% | $1,946-96.3% |