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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.4 years Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $27,995 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,563 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,112 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,854 | $62,127+337.6% | $81,382+234.0% | $74,495+264.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.84% | 16.48%-0.6pp | 24.73%-8.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $7,293 | $1,882+287.4% | $2,463+196.1% | $2,623+178.0% |
| Participant deferral / active EE | $11,730 | $3,229+263.3% | $3,883+202.1% | $4,346+169.9% |
| Admin fee / account holder | $533 | $1,934-72.4% | $5,768-90.8% | $1,942-72.5% |