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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 | Recordkeeping | $1,397,643 |
CARPENTERS COMBINED FUNDS INC.8+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $829,786 |
MEYER, UNKOVIC & SCOTT8+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $36,354 |
HENRY ROSSI & CO., LLP6 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $29,120 |
PFM ADVISORS8+ 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,979 | $51,785-53.7% | $112,270-78.6% | $89,433-73.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -6.71% | -11.06%+4.4pp | 27.49%-34.2pp | -11.88%+5.2pp |
| Employer contribution / active EE | $3,190 | $3,782-15.6% | $3,635-12.2% | $3,021+5.6% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $87 | $102-14.4% | $6,411-98.6% | $79+9.5% |