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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.1 year Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $25,965 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,421 |
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 | $292,316 | $59,584+390.6% | $86,615+237.5% | $79,391+268.2% |
| Participation rate | 99.3% | 67.7%+31.6pp | 71.6%+27.7pp | 70.7%+28.6pp |
| Annual return | 13.71% | 23.15%-9.4pp | 63.51%-49.8pp | 116.88%-103.2pp |
| Employer contribution / active EE | $7,032 | $1,768+297.8% | $2,496+181.8% | $2,428+189.7% |
| Participant deferral / active EE | $10,983 | $3,036+261.7% | $3,699+196.9% | $4,046+171.5% |
| Admin fee / account holder | $557 | $604-7.9% | $5,830-90.4% | $627-11.1% |