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| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.10+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $809,800 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 64 | Recordkeeping Fees | $755,678 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $48,862 |
HENRY ROSSI & CO., LLP8 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $39,039 |
PFM ADVISORS10+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 72 · EIN 23-3087064 213 MARKET STREET · HARRISBURG, PA 17101 | Other investment fees and expenses | $22,330 |
PNC BANK, N.A.10+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLLEGENY CTR MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $5,778 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 66 HUDSON BLVD E 20TH FL · NEW YORK, NY 10001 | Insurance services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,937 | $63,356-55.9% | $102,437-72.7% | $106,553-73.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 8.92% | 14.77%-5.9pp | 24.95%-16.0pp | 17.37%-8.4pp |
| Employer contribution / active EE | $3,826 | $4,310-11.2% | $3,871-1.1% | $3,359+13.9% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $76 | $110-31.3% | $8,388-99.1% | $80-5.0% |