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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND7+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $859,115 |
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $425,120 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $354,634 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $278,870 |
AMERICAN FUNDS7+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $211,755 |
AMERICAN REALTY ADVISORS7+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $162,757 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $155,692 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $142,704 |
EMILY LAFFERTY6 years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $132,195 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: HARDMAN JOHNSTON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $123,929 |
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 | $97,558 | $80,412+21.3% | $109,191-10.7% | $101,555-3.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 13.64% | 16.17%-2.5pp | 25.76%-12.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $8,694 | $3,731+133.0% | $3,723+133.5% | $2,972+192.5% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $381 | $135+182.4% | $6,756-94.4% | $139+173.1% |