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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 | $55,446+206.9% | $155,574+9.4% | $74,429+128.7% |
| Participation rate | 87.6% | 61.9%+25.7pp | 78.2%+9.4pp | 67.2%+20.4pp |
| Annual return | 13.01% | 269.20%-256.2pp | 64.87%-51.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $7,964 | $2,266+251.5% | $4,676+70.3% | $2,625+203.4% |
| Participant deferral / active EE | $6,818 | $2,836+140.4% | $5,629+21.1% | $4,348+56.8% |
| Admin fee / account holder | $223 | $1,743-87.2% | $15,914-98.6% | $1,944-88.5% |