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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 72 · EIN 25-1211090 | Other investment fees and expenses | $681,751 |
CARPENTERS COMBINED FUNDS INC.1+ years Service code 13 · EIN 25-1332392 | Contract Administrator | $320,000 |
HENRY ROSSI & CO., LLP1+ years Filed as: HENRY ROSSI & CO., LLC Service code 10 · EIN 25-1698043 | Accounting | $17,984 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1008021 | Legal | $17,185 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 72 · EIN 23-3087064 | Other investment fees and expenses | $15,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,651-100.0% | $75,784-100.0% | $69,651-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 75.8%-75.8pp | 66.6%-66.6pp |
| Annual return | 0.89% | 53.77%-52.9pp | 9.68%-8.8pp | 53.77%-52.9pp |
| Employer contribution / active EE | $2,419 | $2,241+8.0% | $3,323-27.2% | $2,241+8.0% |
| Participant deferral / active EE | $0 | $3,635-100.0% | $3,652-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,300-100.0% | $63-100.0% |