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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES2 years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 28 1525 INTERNATIONAL PARKWAY, SUITE 2 · LAKE MARY, FL 32746 | Investment Management | $29,712 |
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 | $60,378 | $89,739-32.7% | $149,721-59.7% | $62,293-3.1% |
| Participation rate | 84.9% | 85.1%-0.2pp | 87.1%-2.2pp | 69.5%+15.4pp |
| Annual return | 25.65% | 21.01%+4.6pp | 1501.67%-1476.0pp | 28.90%-3.2pp |
| Employer contribution / active EE | $3,668 | $3,233+13.5% | $5,444-32.6% | $2,042+79.6% |
| Participant deferral / active EE | $6,741 | $4,797+40.5% | $6,568+2.6% | $3,169+112.7% |
| Admin fee / account holder | $288 | $551-47.7% | $11,282-97.4% | $479-39.9% |