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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.2 years Filed as: LAIKEN ASSOC INC Service code 49 · EIN 13-1980835 | Other Services | $27,352 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,812 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,668 | $84,499+174.2% | $125,391+84.8% | $66,949+246.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.22% | -8.49%-6.7pp | 572.41%-587.6pp | 1.57%-16.8pp |
| Employer contribution / active EE | $6,503 | $3,554+83.0% | $4,816+35.0% | $2,545+155.5% |
| Participant deferral / active EE | $11,533 | $6,785+70.0% | $7,448+54.8% | $4,239+172.1% |
| Admin fee / account holder | $29 | $685-95.8% | $10,009-99.7% | $594-95.1% |