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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $763,668 |
CARPENTERS COMBINED FUNDS INC.4+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $565,553 |
PFM ADVISORS4+ 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., LLP2 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $19,733 |
MEYER, UNKOVIC & SCOTT4+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $5,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,841 | $49,973-62.3% | $83,831-77.5% | $73,367-74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | -1.45% | 0.83%-2.3pp | 850.99%-852.4pp | 173.45%-174.9pp |
| Employer contribution / active EE | $3,021 | $3,293-8.3% | $3,631-16.8% | $2,499+20.9% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $69 | $95-27.7% | $5,479-98.7% | $68+0.6% |