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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND3+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $736,556 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $283,347 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $188,360 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $170,999 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $137,469 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $118,066 |
PRINCIPLE LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL GLOBAL INVESTOR LLC Service code 28 · EIN 42-1479618 | Investment Management | $117,540 |
Service code 10 · EIN 04-3652965 | Accounting | $103,892 |
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $102,633 |
AURELIA CIOCOI3+ years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $101,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,649 | $59,184+22.8% | $92,240-21.2% | $177,276-59.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 10.37% | 15.88%-5.5pp | 176.29%-165.9pp | 21.25%-10.9pp |
| Employer contribution / active EE | $6,960 | $2,985+133.2% | $3,680+89.2% | $2,479+180.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $313 | $98+217.7% | $5,194-94.0% | $154+102.9% |