Filed March 17, 2017 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $48,750 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP, LLC Service code 28 · EIN 62-1593846 | Investment Management | $24,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $21,600 |
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 | $81,250 | $85,199-4.6% | $57,196+42.1% | $63,975+27.0% |
| Participation rate | 98.0% | 74.0%+23.9pp | 75.3%+22.6pp | 71.1%+26.8pp |
| Annual return | 6.72% | 10.43%-3.7pp | 14.59%-7.9pp | 48.65%-41.9pp |
| Employer contribution / active EE | $5,570 | $3,446+61.6% | $2,683+107.6% | $2,182+155.3% |
| Participant deferral / active EE | $1,435 | $3,109-53.8% | $3,096-53.7% | $3,356-57.3% |
| Admin fee / account holder | $32 | $39-17.5% | $3,141-99.0% | $70-54.7% |