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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND6+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $746,043 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $324,351 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $302,876 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $255,782 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $163,383 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $133,356 |
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $127,647 |
EMILY LAFFERTY5 years Service code 30 · EIN 13-5600369 | Employee (plan); Recordkeeping fees | $126,848 |
AMERICAN REALTY ADVISORS6+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $116,751 |
Service code 10 · EIN 04-3652965 | Accounting | $96,355 |
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 | $87,037 | $73,497+18.4% | $101,264-14.0% | $93,223-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 10.99% | 11.66%-0.7pp | 46.48%-35.5pp | 19.29%-8.3pp |
| Employer contribution / active EE | $7,309 | $3,600+103.0% | $3,660+99.7% | $2,680+172.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $329 | $121+171.9% | $5,947-94.5% | $79+315.2% |