Filed August 20, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY COURIER ADVISORS, LLC Service code 15 · EIN 27-4034238 | Recordkeeping | $8,393 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,013 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,077 | $87,013-50.5% | $106,213-59.4% | $80,856-46.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.3%+21.0pp | 67.6%+28.7pp |
| Annual return | 8.09% | 17.05%-9.0pp | 116.14%-108.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,213 | $2,395-49.4% | $3,171-61.8% | $2,755-56.0% |
| Participant deferral / active EE | $1,987 | $3,986-50.2% | $5,016-60.4% | $4,296-53.8% |
| Admin fee / account holder | $122 | $8,431-98.6% | $11,033-98.9% | $6,918-98.2% |