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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $95,302 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 16 · EIN 27-4034238 | Consulting | $35,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,275 | $50,151-37.6% | $149,696-79.1% | $80,157-61.0% |
| Participation rate | 32.4% | 64.3%-31.9pp | 78.8%-46.4pp | 72.9%-40.5pp |
| Annual return | 22.14% | 29.80%-7.7pp | 134.46%-112.3pp | 40.39%-18.3pp |
| Employer contribution / active EE | $43 | $1,867-97.7% | $4,821-99.1% | $2,977-98.6% |
| Participant deferral / active EE | $1,062 | $3,194-66.8% | $5,682-81.3% | $5,015-78.8% |
| Admin fee / account holder | $78 | $153-48.6% | $13,212-99.4% | $145-45.8% |