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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 | Recordkeeping | $1,488,242 |
CARPENTERS COMBINED FUNDS INC.9+ years Service code 13 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Contract Administrator | $611,000 |
HENRY ROSSI & CO., LLP7 years Filed as: HENRY ROSSI & CO.,LLP Service code 10 · EIN 25-1698043 50 SECO ROAD, SUITE A · MONROEVILLE, PA 15146 | Accounting | $24,500 |
MEYER, UNKOVIC & SCOTT9+ years Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $23,181 |
PFM ADVISORS9+ 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 | $25,637 | $55,730-54.0% | $96,543-73.4% | $96,393-73.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 7.93% | 12.78%-4.9pp | 35.75%-27.8pp | 22.88%-15.0pp |
| Employer contribution / active EE | $3,793 | $4,014-5.5% | $3,741+1.4% | $3,239+17.1% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $75 | $105-28.5% | $6,737-98.9% | $74+2.1% |