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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Service code 26 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Participants) | $18,066 |
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 | $65,400 | $47,977+36.3% | $154,108-57.6% | $56,289+16.2% |
| Participation rate | 99.1% | 66.2%+33.0pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -2.73% | 3.54%-6.3pp | 735.21%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,912 | $2,169+80.4% | $5,298-26.2% | $2,111+85.3% |
| Participant deferral / active EE | $2,393 | $2,3920% | $5,081-52.9% | $3,350-28.6% |
| Admin fee / account holder | $54 | $438-87.7% | $13,411-99.6% | $521-89.7% |