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| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 | Investment Management | $77,489 |
PAINTING INDUSTRY INSURANCE FUND10+ years Filed as: PAINTING INDUSTRY INSURANCE FUNDS Service code 14 8257 DOW CIRCLE · CLEVELAND, OH 44136 | Plan Administrator | $48,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 10 · EIN 59-3676225 | Accounting | $40,000 |
WICKENS, HERZER, PANZA, COOKE10+ years Service code 29 · EIN 34-1114757 | Legal | $21,669 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 19 · EIN 34-1784820 | Securities Custodian | $13,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,665 | $96,078-49.3% | $125,529-61.2% | $65,191-25.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 74.7%+25.3pp | 63.0%+37.0pp |
| Annual return | 4.47% | 11.20%-6.7pp | 202.56%-198.1pp | 51.24%-46.8pp |
| Employer contribution / active EE | $4,407 | $4,084+7.9% | $3,058+44.1% | $2,400+83.6% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,813-100.0% | $2,671-100.0% |
| Admin fee / account holder | $185 | $962-80.8% | $16,298-98.9% | $907-79.6% |