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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND5+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $830,812 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $313,738 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $309,521 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $177,394 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $147,128 |
PRINCIPLE LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL GLOBAL INVESTOR LLC Service code 28 · EIN 42-1479618 | Investment Management | $135,595 |
EATON VANCE5+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $119,392 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $119,178 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $118,668 |
EMILY LAFFERTY4 years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $118,071 |
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 | $80,137 | $78,226+2.4% | $92,916-13.8% | $82,204-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 15.98% | 19.33%-3.3pp | 109.45%-93.5pp | 26.31%-10.3pp |
| Employer contribution / active EE | $8,449 | $3,911+116.0% | $3,654+131.2% | $2,707+212.1% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $313 | $119+163.0% | $5,796-94.6% | $76+314.4% |