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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $58,022 |
Filed as: ADVUS FINANCIAL PARTNERS Service code 99 · EIN 85-4001199 | Other Fees | $24,784 |
LAMCO ADVISORY SERVICES1 year Service code 99 · EIN 05-0462357 | Other Fees | $17,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,077 | $82,674+201.3% | $125,381+98.7% | $68,486+263.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | 7.50% | -5.97%+13.5pp | 572.31%-564.8pp | -7.85%+15.3pp |
| Employer contribution / active EE | $11,046 | $3,382+226.6% | $4,815+129.4% | $2,597+325.4% |
| Participant deferral / active EE | $6,808 | $6,111+11.4% | $7,448-8.6% | $4,028+69.0% |
| Admin fee / account holder | $522 | $6,277-91.7% | $10,007-94.8% | $5,404-90.3% |