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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND2+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $717,750 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $294,904 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $269,506 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LLP Service code 28 · EIN 04-3200030 | Investment Management | $196,401 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $165,769 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $159,313 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $129,942 |
Service code 10 · EIN 04-3652965 | Accounting | $116,670 |
AURELIA CIOCOI2+ years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $95,631 |
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $94,841 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,076 | $50,626+28.5% | $84,753-23.2% | $65,292-0.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 6.62% | 5.34%+1.3pp | 22.78%-16.2pp | 11.84%-5.2pp |
| Employer contribution / active EE | $6,817 | $3,033+124.8% | $3,574+90.7% | $2,302+196.2% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $299 | $97+208.8% | $5,333-94.4% | $57+420.6% |