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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Plan) | $25,539 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,798 | $65,083+122.5% | $143,788+0.7% | $66,930+116.3% |
| Participation rate | 89.6% | 65.2%+24.4pp | 80.3%+9.3pp | 69.8%+19.8pp |
| Annual return | -13.77% | -11.13%-2.6pp | -0.03%-13.7pp | 1.57%-15.3pp |
| Employer contribution / active EE | $8,849 | $2,361+274.8% | $4,952+78.7% | $2,545+247.7% |
| Participant deferral / active EE | $7,110 | $2,920+143.5% | $5,638+26.1% | $4,238+67.8% |
| Admin fee / account holder | $153 | $502-69.6% | $14,675-99.0% | $593-74.2% |