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| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES3 years Filed as: LAMCO ADVISORY SERVICES INC. Service code 28 · EIN 05-0462357 | Investment Management | $17,273 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,232 |
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 | $42,256 | $47,977-11.9% | $154,111-72.6% | $56,287-24.9% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.6pp | 69.9%+25.8pp |
| Annual return | -4.67% | 3.54%-8.2pp | 735.18%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,866 | $2,169-14.0% | $5,298-64.8% | $2,111-11.6% |
| Participant deferral / active EE | $2,818 | $2,392+17.8% | $5,081-44.5% | $3,350-15.9% |
| Admin fee / account holder | $13 | $438-97.0% | $13,411-99.9% | $521-97.5% |