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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND1+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $692,613 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $257,173 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $156,963 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LLP Service code 28 · EIN 04-3200030 | Investment Management | $135,478 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $132,165 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $126,906 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $114,446 |
Service code 10 · EIN 04-3652965 | Accounting | $113,208 |
PRINCIPLE LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTOR LLC Service code 28 · EIN 42-1479618 | Investment Management | $111,020 |
CLEARARC CAPITAL, INC.1+ years Filed as: CLEARARC CAPITAL INC Service code 28 · EIN 34-1172683 | Investment Management | $110,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,704 | $48,096+30.4% | $75,784-17.3% | $67,505-7.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 0.91% | 0.30%+0.6pp | 9.68%-8.8pp | 6.52%-5.6pp |
| Employer contribution / active EE | $6,518 | $2,549+155.7% | $3,323+96.1% | $2,173+200.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $332 | $82+304.3% | $5,300-93.7% | $56+491.0% |