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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.3 years Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $24,508 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,147 |
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 | $275,860 | $56,438+388.8% | $76,902+258.7% | $71,529+285.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.09% | 19.05%0pp | 37.91%-18.8pp | 28.97%-9.9pp |
| Employer contribution / active EE | $7,020 | $1,864+276.7% | $2,534+177.0% | $2,590+171.1% |
| Participant deferral / active EE | $11,838 | $3,136+277.4% | $3,833+208.8% | $4,291+175.8% |
| Admin fee / account holder | $493 | $1,430-65.5% | $5,479-91.0% | $1,588-68.9% |