Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,547 |
LAMCO ADVISORY SERVICES2 years Filed as: LAMCO ADVISORY SERVICES INC. Service code 28 · EIN 05-0462357 | Investment Management | $0 |
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 | $62,520 | $55,453+12.7% | $170,435-63.3% | $62,293+0.4% |
| Participation rate | 72.3% | 66.4%+6.0pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 14.92% | 21.38%-6.5pp | 205.94%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,816 | $2,164-16.0% | $5,432-66.6% | $2,042-11.1% |
| Participant deferral / active EE | $2,702 | $2,303+17.3% | $4,939-45.3% | $3,169-14.7% |
| Admin fee / account holder | $15 | $455-96.7% | $13,881-99.9% | $479-96.8% |