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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND10+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $1,884,220 |
AMERICAN FUNDS10+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $320,789 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $317,173 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $297,125 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $230,816 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $126,223 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $122,325 |
VIDALIA BONILLA7 years Service code 30 · EIN 13-5600369 | Recordkeeping fees; Employee (plan) | $122,066 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Service code 10 · EIN 04-3652965 | Accounting | $120,023 |
Filed as: ARISTOTLE CAPITAL BOSTON LLC Service code 28 · EIN 47-1867873 | Investment Management | $101,972 |
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 | $104,252 | $86,936+19.9% | $102,437+1.8% | $99,313+5.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 10.73% | 14.99%-4.3pp | 24.95%-14.2pp | 17.67%-6.9pp |
| Employer contribution / active EE | $9,989 | $3,925+154.5% | $3,871+158.1% | $3,264+206.0% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $361 | $140+157.0% | $8,388-95.7% | $109+230.3% |