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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY FUNDS1 year Service code 13 · EIN 34-1840443 | Contract Administrator | $54,466 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA FARLEY CO, LPA Service code 29 · EIN 34-1316963 | Legal | $24,768 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,500 |
WALTHALL, LLP3+ years Filed as: WALTHALL LLP Service code 10 · EIN 34-0644631 | Accounting | $16,500 |
Filed as: UBS FINANACIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $11,250 |
BASYS1 year Filed as: BASYS INC Service code 49 857 ELKRIDGE LANDING ROAD · LINTHICUM HEIGHTS, MD 21090 | Other Services | $9,654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,159 | $221,442-90.0% | $92,239-76.0% | $77,958-71.6% |
| Participation rate | 93.0% | 79.6%+13.4pp | 76.5%+16.5pp | 71.6%+21.3pp |
| Annual return | 13.75% | 15.65%-1.9pp | 176.29%-162.5pp | 20.87%-7.1pp |
| Employer contribution / active EE | $2,458 | $3,226-23.8% | $3,680-33.2% | $2,310+6.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $48 | $210-77.2% | $5,194-99.1% | $97-50.8% |