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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES, INC. Service code 28 1525 INTERNATIONAL PARKWAY, SUITE 2 · LAKE MARY, FL 32746 | Investment Management | $24,825 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,991 | $74,089-42.0% | $133,975-67.9% | $55,167-22.1% |
| Participation rate | 82.9% | 84.3%-1.4pp | 87.1%-4.2pp | 69.0%+13.9pp |
| Annual return | 16.51% | 12.11%+4.4pp | 29.29%-12.8pp | 169.23%-152.7pp |
| Employer contribution / active EE | $3,426 | $3,064+11.8% | $5,211-34.2% | $1,963+74.6% |
| Participant deferral / active EE | $6,158 | $4,678+31.6% | $6,282-2.0% | $3,054+101.6% |
| Admin fee / account holder | $219 | $458-52.3% | $9,324-97.7% | $504-56.6% |