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| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.7+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $437,278 |
MEYER, UNKOVIC & SCOTT7+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $66,353 |
PNC BANK, N.A.7+ years Filed as: PNC ADVISORS Service code 72 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Other investment fees and expenses | $37,188 |
HENRY ROSSI & CO., LLP5 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $31,971 |
PFM ADVISORS7+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,277 | $65,673-60.0% | $109,191-75.9% | $106,520-75.3% |
| Participation rate | 93.8% | 82.6%+11.2pp | 75.9%+17.9pp | 71.3%+22.5pp |
| Annual return | 6.64% | 15.69%-9.1pp | 25.76%-19.1pp | 19.28%-12.6pp |
| Employer contribution / active EE | $3,266 | $4,042-19.2% | $3,723-12.3% | $2,840+15.0% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $106 | $107-1.2% | $6,756-98.4% | $75+41.9% |