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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $15,152 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,307 | $51,620+193.1% | $90,300+67.6% | $65,185+132.1% |
| Participation rate | 92.2% | 68.6%+23.5pp | 73.3%+18.9pp | 70.2%+22.0pp |
| Annual return | 21.12% | 24.94%-3.8pp | 78.11%-57.0pp | 29.38%-8.3pp |
| Employer contribution / active EE | $11,396 | $2,235+410.0% | $2,854+299.3% | $2,177+423.5% |
| Participant deferral / active EE | $8,279 | $2,871+188.4% | $3,884+113.1% | $3,514+135.6% |
| Admin fee / account holder | $99 | $384-74.2% | $5,353-98.1% | $847-88.3% |