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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $1,344,293 |
CARPENTERS COMBINED FUNDS INC.3+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $505,365 |
PFM ADVISORS3+ 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 |
HENRY ROSSI & CO., LLP1 year Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $19,158 |
MEYER, UNKOVIC & SCOTT3+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $7,189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,160 | $54,788-63.2% | $92,240-78.1% | $80,976-75.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 8.02% | 13.07%-5.0pp | 176.29%-168.3pp | 22.91%-14.9pp |
| Employer contribution / active EE | $2,857 | $3,430-16.7% | $3,680-22.4% | $2,402+18.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $103 | $96+7.0% | $5,194-98.0% | $67+52.1% |