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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $886,286 |
CARPENTERS COMBINED FUNDS INC.5+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $629,309 |
PFM ADVISORS5+ 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., LLP3 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $17,846 |
MEYER, UNKOVIC & SCOTT5+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $11,216 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,879 | $49,105-59.5% | $92,916-78.6% | $89,609-77.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 10.67% | 32.35%-21.7pp | 109.45%-98.8pp | 33.65%-23.0pp |
| Employer contribution / active EE | $3,080 | $3,373-8.7% | $3,654-15.7% | $2,584+19.2% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,238-100.0% | $4,222-100.0% |
| Admin fee / account holder | $73 | $93-21.6% | $5,796-98.7% | $72+1.3% |