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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHAMPOU TRAVIS BESAW & KERSHNER LLC Service code 10 · EIN 16-1468002 | Accounting | $0 |
LAWLEY RETIREMENT ADVISORS LLC7+ years Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 17 361 DELAWARE AVE · BUFFALO, NY 14202 | Pension Consulting | $0 |
Filed as: P&A RETIRMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,217 | $63,442-69.7% | $68,791-72.1% | $66,914-71.3% |
| Participation rate | 53.8% | 60.0%-6.2pp | 69.0%-15.2pp | 69.8%-16.0pp |
| Annual return | -19.01% | -8.29%-10.7pp | -6.38%-12.6pp | 1.58%-20.6pp |
| Employer contribution / active EE | $420 | $1,775-76.3% | $2,655-84.2% | $2,544-83.5% |
| Participant deferral / active EE | $973 | $2,945-66.9% | $3,941-75.3% | $4,237-77.0% |
| Admin fee / account holder | $271 | $577-53.1% | $4,932-94.5% | $593-54.3% |