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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $683,837 |
CARPENTERS COMBINED FUNDS INC.6+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $394,616 |
PFM ADVISORS6+ 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 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 19 TWO ALLEGHENY CENTER NOVA TOWER 2 · PITTSBURGH, PA 15212 | Securities Custodian | $21,873 |
MEYER, UNKOVIC & SCOTT6+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $21,707 |
HENRY ROSSI & CO., LLP4 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $21,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,166 | $52,155-57.5% | $101,275-78.1% | $106,273-79.1% |
| Participation rate | 94.0% | 81.2%+12.8pp | 75.8%+18.2pp | 70.8%+23.2pp |
| Annual return | 9.35% | 13.07%-3.7pp | 46.46%-37.1pp | 21.70%-12.3pp |
| Employer contribution / active EE | $2,747 | $3,414-19.5% | $3,660-25.0% | $2,722+0.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,601-100.0% |
| Admin fee / account holder | $68 | $102-32.7% | $5,948-98.8% | $78-12.7% |