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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND8+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $917,258 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $412,009 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $364,061 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $292,769 |
AMERICAN FUNDS8+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $282,725 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $157,464 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $141,999 |
Service code 10 · EIN 04-3652965 | Accounting | $123,708 |
VIDALIA BONILLA5 years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $97,229 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: HARDMAN JOHNSTON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $95,818 |
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 | $87,471 | $70,048+24.9% | $112,270-22.1% | $78,104+12.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -9.90% | -10.85%+1.0pp | 27.49%-37.4pp | 10.90%-20.8pp |
| Employer contribution / active EE | $8,694 | $4,000+117.3% | $3,635+139.1% | $3,128+178.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $395 | $127+211.2% | $6,411-93.8% | $79+400.1% |