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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 | $8,613 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,811 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 17 · EIN 15-0405820 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Pension Consulting | $4,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,007 | $65,083-76.9% | $143,788-89.6% | $66,930-77.6% |
| Participation rate | 72.4% | 65.2%+7.2pp | 80.3%-7.9pp | 69.8%+2.6pp |
| Annual return | -17.88% | -11.13%-6.7pp | -0.03%-17.8pp | 1.57%-19.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,593 | $2,920-11.2% | $5,638-54.0% | $4,238-38.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |