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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND9+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $964,485 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $405,974 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $375,121 |
AMERICAN FUNDS9+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $324,823 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $300,103 |
Service code 28 · EIN 23-2962336 | Investment Management | $186,856 |
AMERICAN REALTY ADVISORS9+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $155,486 |
Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $123,263 |
Service code 10 · EIN 04-3652965 | Accounting | $123,223 |
Filed as: PRUDENTIAL RETIREMENT INS ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $121,749 |
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 | $95,799 | $74,831+28.0% | $96,543-0.8% | $103,657-7.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 10.24% | 16.15%-5.9pp | 35.75%-25.5pp | 33.13%-22.9pp |
| Employer contribution / active EE | $9,636 | $3,888+147.9% | $3,741+157.6% | $3,216+199.7% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $434 | $130+233.3% | $6,737-93.6% | $114+280.0% |