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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 34-0695505 | Contract Administrator | $82,499 |
PAINTING INDUSTRY FUNDS8 years Service code 13 · EIN 34-1840443 | Contract Administrator | $76,211 |
ALLOTTA FARLEY CO LPA10+ years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $25,116 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $19,355 |
Service code 10 · EIN 31-0800053 | Accounting | $17,500 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,000 |
ANDCO CONSULTING8 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $7,500 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 26-2766689 | Advisory (Plan) | $7,500 |
TODD EUGENE HOLT1 year Filed as: TODD ASSOCIATES INC. Service code 22 · EIN 34-0727780 | Insurance Broker | $6,271 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,781 | $241,850-88.1% | $102,412-71.9% | $199,960-85.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.75% | 17.67%-5.9pp | 24.94%-13.2pp | 34.28%-22.5pp |
| Employer contribution / active EE | $2,140 | $4,253-49.7% | $3,870-44.7% | $3,036-29.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $83 | $288-71.1% | $8,388-99.0% | $269-69.1% |