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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $9,415 |
Filed as: RIMKUS MARCIANO & ASSOCIATES, INC Service code 34 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Valuation (appraisals, etc.) | $5,077 |
NATIONWIDE6 years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $687 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,324 | $69,774-79.5% | $67,575-78.8% | $74,459-80.8% |
| Participation rate | 40.4% | 71.4%-31.0pp | 72.9%-32.5pp | 67.2%-26.8pp |
| Annual return | 11.91% | -40.53%+52.4pp | 3528.98%-3517.1pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $415 | $2,710-84.7% | $2,736-84.8% | $2,626-84.2% |
| Participant deferral / active EE | $504 | $3,636-86.2% | $4,003-87.4% | $4,350-88.4% |
| Admin fee / account holder | $134 | $890-84.9% | $3,993-96.6% | $1,945-93.1% |