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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 71 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NC 14202 | Brokerage Fees | $11,083 |
Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 17 · EIN 16-1616474 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Pension Consulting | $2,625 |
NATIONWIDE10+ years Service code 15 · EIN 16-1616474 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $342 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,516 | $55,470-68.4% | $155,556-88.7% | $74,478-76.5% |
| Participation rate | 82.9% | 61.9%+21.0pp | 78.2%+4.7pp | 67.2%+15.7pp |
| Annual return | 12.58% | 269.80%-257.2pp | 64.84%-52.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $478 | $2,267-78.9% | $4,675-89.8% | $2,626-81.8% |
| Participant deferral / active EE | $1,773 | $2,838-37.5% | $5,631-68.5% | $4,350-59.2% |
| Admin fee / account holder | $107 | $1,744-93.9% | $15,885-99.3% | $1,946-94.5% |