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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 | $95,593-49.1% | $121,663-60.0% | $64,728-24.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.5%+25.5pp | 57.9%+42.1pp |
| Annual return | 4.47% | 11.26%-6.8pp | 147.54%-143.1pp | 49.38%-44.9pp |
| Employer contribution / active EE | $4,407 | $4,093+7.7% | $3,020+45.9% | $2,243+96.5% |
| Participant deferral / active EE | $0 | $3,994-100.0% | $4,887-100.0% | $2,729-100.0% |
| Admin fee / account holder | $185 | $813-77.3% | $14,289-98.7% | $1,145-83.9% |