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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.4 years Filed as: LAIKEN ASSOC INC Service code 49 · EIN 13-1980835 | Other Services | $28,226 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,728 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $275,628 | $101,499+171.6% | $147,005+87.5% | $74,546+269.7% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 9.29% | 8732.34%-8723.1pp | 418.76%-409.5pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $9,417 | $3,811+147.1% | $4,934+90.9% | $2,624+258.8% |
| Participant deferral / active EE | $11,634 | $7,304+59.3% | $8,070+44.2% | $4,347+167.6% |
| Admin fee / account holder | $35 | $1,748-98.0% | $13,006-99.7% | $1,944-98.2% |