Filed August 15, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP LLC DBA SMARTDOLLAR Service code 27 · EIN 62-1593846 | Advisory (Plan) | $17,000 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $11,420 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,789 |
Filed as: GWFS EQUITIES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $807 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $110,708 | $65,118+70.0% | $76,767+44.2% | $55,725+98.7% |
| Participation rate | 99.1% | 79.6%+19.5pp | 77.0%+22.1pp | 70.9%+28.2pp |
| Annual return | -4.75% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,256 | $1,941+119.3% | $2,485+71.3% | $2,078+104.8% |
| Participant deferral / active EE | $6,611 | $3,688+79.3% | $3,852+71.7% | $3,356+97.0% |
| Admin fee / account holder | $51 | $116-55.8% | $6,675-99.2% | $115-55.5% |