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| Provider | Service type | Compensation |
|---|---|---|
LAIKEN ASSOCIATES, INC.3 years Filed as: LAIKEN ASSOC INC Service code 49 · EIN 13-1980835 | Other Services | $25,123 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,174 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,235 | $91,439+168.2% | $135,974+80.4% | $71,511+242.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.94% | 29.90%-13.0pp | 68.30%-51.4pp | 28.86%-11.9pp |
| Employer contribution / active EE | $7,617 | $3,705+105.6% | $4,859+56.8% | $2,589+194.2% |
| Participant deferral / active EE | $10,870 | $7,093+53.3% | $7,760+40.1% | $4,291+153.3% |
| Admin fee / account holder | $8 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |