Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,725 |
Service code 10 · EIN 20-2368569 | Accounting | $18,325 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 16 · EIN 27-4034238 | Consulting | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,508 | $116,081-38.4% | $156,181-54.2% | $79,634-10.2% |
| Participation rate | 76.3% | 75.6%+0.8pp | 78.8%-2.5pp | 62.5%+13.8pp |
| Annual return | 19.98% | 15.89%+4.1pp | 64.87%-44.9pp | 36.46%-16.5pp |
| Employer contribution / active EE | $3,386 | $2,828+19.7% | $4,294-21.1% | $2,529+33.9% |
| Participant deferral / active EE | $5,709 | $4,584+24.5% | $6,132-6.9% | $3,835+48.9% |
| Admin fee / account holder | $189 | $854-77.9% | $14,586-98.7% | $1,002-81.2% |