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| Provider | Service type | Compensation |
|---|---|---|
LAWLEY RETIREMENT ADVISORS LLC5+ years Filed as: LAWLEY COURIER ADVISORS LLC Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $12,443 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,743 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,438 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,976 | $66,319-69.9% | $93,621-78.7% | $65,185-69.4% |
| Participation rate | 79.8% | 74.0%+5.8pp | 75.8%+3.9pp | 70.2%+9.6pp |
| Annual return | 21.78% | 42.59%-20.8pp | 32.76%-11.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,355 | $3,343-59.5% | $4,070-66.7% | $3,514-61.4% |
| Admin fee / account holder | $142 | $6,900-97.9% | $7,890-98.2% | $847-83.2% |