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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND4+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $739,809 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $298,465 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $261,816 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $175,746 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $142,721 |
PRINCIPLE LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL GLOBAL INVESTOR LLC Service code 28 · EIN 42-1479618 | Investment Management | $135,691 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $113,827 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $113,189 |
Service code 10 · EIN 04-3652965 | Accounting | $101,424 |
EATON VANCE4+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $98,608 |
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 | $70,865 | $57,255+23.8% | $83,831-15.5% | $68,904+2.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -1.25% | -0.34%-0.9pp | 850.99%-852.2pp | 1.07%-2.3pp |
| Employer contribution / active EE | $7,465 | $3,341+123.5% | $3,631+105.6% | $2,540+193.9% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $314 | $103+203.5% | $5,479-94.3% | $71+340.2% |