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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 72 · EIN 25-1211090 | Other investment fees and expenses | $844,982 |
CARPENTERS COMBINED FUNDS INC.2+ years Service code 13 · EIN 25-1332392 | Contract Administrator | $541,872 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 72 · EIN 23-3087064 | Other investment fees and expenses | $22,330 |
HENRY ROSSI & CO., LLP2+ years Filed as: HENRY ROSSI & CO., LLC Service code 10 · EIN 25-1698043 | Accounting | $21,100 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1008021 | Legal | $5,333 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,897-100.0% | $84,753-100.0% | $329,111-100.0% |
| Participation rate | 0.0% | 73.2%-73.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | 4.03% | 11.82%-7.8pp | 22.78%-18.8pp | 16.35%-12.3pp |
| Employer contribution / active EE | $2,782 | $3,022-7.9% | $3,574-22.2% | $2,303+20.8% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,333-100.0% | $754-100.0% |