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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $40,174 |
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 | $170,185 | $55,470+206.8% | $155,556+9.4% | $74,478+128.5% |
| Participation rate | 87.6% | 61.9%+25.7pp | 78.2%+9.4pp | 67.2%+20.4pp |
| Annual return | 13.01% | 269.80%-256.8pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $7,964 | $2,267+251.4% | $4,675+70.3% | $2,626+203.3% |
| Participant deferral / active EE | $6,818 | $2,838+140.3% | $5,631+21.1% | $4,350+56.7% |
| Admin fee / account holder | $223 | $1,744-87.2% | $15,885-98.6% | $1,946-88.5% |