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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,854 | $62,166+337.3% | $81,286+234.4% | $74,429+265.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 15.84% | 16.50%-0.7pp | 24.80%-9.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $7,293 | $1,881+287.7% | $2,463+196.1% | $2,625+177.8% |
| Participant deferral / active EE | $11,730 | $3,223+263.9% | $3,883+202.1% | $4,348+169.8% |
| Admin fee / account holder | $533 | $1,925-72.3% | $5,764-90.8% | $1,944-72.6% |