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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $15,809 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,186 | $58,888+168.6% | $178,499-11.4% | $73,493+115.2% |
| Participation rate | 88.9% | 66.2%+22.7pp | 81.9%+7.0pp | 70.7%+18.2pp |
| Annual return | 9.37% | 24.86%-15.5pp | 151.10%-141.7pp | 28.51%-19.1pp |
| Employer contribution / active EE | $9,069 | $2,236+305.6% | $5,011+81.0% | $2,270+299.5% |
| Participant deferral / active EE | $6,488 | $2,568+152.7% | $5,202+24.7% | $3,740+73.5% |
| Admin fee / account holder | $124 | $400-68.9% | $13,986-99.1% | $513-75.7% |