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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.1 year Filed as: LAIKEN ASSOC INC Service code 49 · EIN 13-1980835 | Other Services | $27,024 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,869 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $924 |
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 | $292,401 | $104,479+179.9% | $159,474+83.4% | $79,391+268.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.22% | 67.98%-53.8pp | 263.68%-249.5pp | 116.88%-102.7pp |
| Employer contribution / active EE | $12,692 | $3,417+271.4% | $4,831+162.7% | $2,428+422.8% |
| Participant deferral / active EE | $9,998 | $6,468+54.6% | $7,353+36.0% | $4,046+147.1% |
| Admin fee / account holder | $31 | $711-95.6% | $10,802-99.7% | $627-95.0% |