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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 55 · EIN 13-2638166 | Other Commissions | $56,256 |
Service code 10 · EIN 61-0481842 | Accounting | $9,000 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,122 |
THE LAMPO GROUP, INC.2 years Filed as: THE LAMPO GROUP, LLC Service code 49 · EIN 62-1593846 | Other Services | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,810 | $104,475+21.4% | $159,436-20.5% | $79,386+59.7% |
| Participation rate | 90.8% | 76.6%+14.1pp | 82.8%+7.9pp | 70.7%+20.1pp |
| Annual return | 13.38% | 67.95%-54.6pp | 263.57%-250.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,732 | $3,417-20.0% | $4,829-43.4% | $2,427+12.5% |
| Participant deferral / active EE | $8,550 | $6,467+32.2% | $7,352+16.3% | $4,046+111.3% |
| Admin fee / account holder | $152 | $711-78.7% | $10,799-98.6% | $626-75.8% |