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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Filed as: LAMCO ADVISORY SERVICES INC. Service code 26 · EIN 05-0462357 | Advisory (Participants) | $13,096 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,956 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,163 | $46,732+20.2% | $156,551-64.1% | $55,167+1.8% |
| Participation rate | 76.6% | 65.8%+10.8pp | 84.0%-7.4pp | 69.0%+7.7pp |
| Annual return | 7.68% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,802 | $2,105-14.4% | $5,501-67.2% | $1,963-8.2% |
| Participant deferral / active EE | $2,921 | $2,204+32.5% | $4,871-40.0% | $3,054-4.4% |
| Admin fee / account holder | $12 | $418-97.0% | $13,028-99.9% | $504-97.5% |