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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 | $55,472+206.8% | $155,567+9.4% | $74,546+128.3% |
| Participation rate | 87.6% | 61.9%+25.7pp | 78.2%+9.5pp | 67.2%+20.4pp |
| Annual return | 13.01% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $7,964 | $2,269+251.0% | $4,674+70.4% | $2,624+203.5% |
| Participant deferral / active EE | $6,818 | $2,838+140.3% | $5,628+21.2% | $4,347+56.8% |
| Admin fee / account holder | $223 | $1,743-87.2% | $15,916-98.6% | $1,944-88.5% |