Retirement plan

THE LAMPO GROUP, INC. 401(K) PLAN

Name: THE LAMPO GROUP, INC. - THE LAMPO GROUP, INC. 401(K) PLAN (2015) Form 5500
Creator: THE LAMPO GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LAMPO GROUP, INC. 401(K) PLAN, THE LAMPO GROUP, INC.

THE LAMPO GROUP, INC.EIN 62-1593846Plan #001PY 2015

1749 MALLORY LANE, SUITE 100 - BRENTWOOD, TN 37027615-515-3223LinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$15.8M

No prior year

Total participants

446

No prior year

Average account balance

$53,271

No prior year

Annual return

1.21%

No prior year

Benchmarks

See 495 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort495 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$91.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$98K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

941

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

74.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$162

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
BETTS & HAYES, LTD1+ years Filed as: BETTS & RUBIO, PLLC Service code 99 2699 FESSEY COURT, SUITE 200 · NASHVILLE, TN 37204	Other Fees	$7,938
ACUFF & ASSOCIATES, INC.1+ years Service code 13 210 WESTWOOD PLACE · BRENTWOOD, TN 37027	Contract Administrator	$7,127
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MNGMT CO Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Recordkeeping Fees	$600

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$15K

$37 / participant

Contract admin$15K100.0%

% of EOY assets

0.095%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BETTS & RUBIO, PLLC
Auditor EIN: 621866112
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,271

$55,182-3.5%

$73,309-27.3%

$55,191-3.5%

Participation rate

63.0%

73.9%-10.9pp

74.9%-11.9pp

69.2%-6.1pp

Annual return

1.21%

8.55%-7.3pp

5.67%-4.5pp

10.78%-9.6pp

Employer contribution / active EE

$2,411

$1,935+24.7%

$3,237-25.5%

$1,899+27.0%

Participant deferral / active EE

$3,930

$4,641-15.3%

$4,991-21.3%

$3,046+29.0%

Admin fee / account holder

$51

$68-25.9%

$5,635-99.1%

$91-44.1%

Provider

Service type

Compensation

BETTS & HAYES, LTD1+ years

Filed as: BETTS & RUBIO, PLLC

Service code 99

2699 FESSEY COURT, SUITE 200 · NASHVILLE, TN 37204

Other Fees

$7,938

ACUFF & ASSOCIATES, INC.1+ years

Service code 13

210 WESTWOOD PLACE · BRENTWOOD, TN 37027

Contract Administrator

$7,127

AMERICAN FUNDS1+ years

Filed as: CAPITAL RESEARCH AND MNGMT CO

Service code 64 · EIN 95-1411037

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Recordkeeping Fees

$600

THE LAMPO GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LAMPO GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion