Filed October 7, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.1+ years Service code 12 · EIN 25-1332392 | Claims processing | $1,065,000 |
FOUNDRY PARTNERS1+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $442,015 |
PBGC PREMIUM1+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $415,043 |
TUCKER ARENSBERG1+ years Service code 22 · EIN 25-1425735 | Insurance Broker | $342,179 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 21 · EIN 26-4560299 | Bank Trustee | $306,964 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 20 | Trustee (individual) | $281,035 |
OFI GLOBAL TRUST COMPANY1+ years Filed as: OFI TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $250,751 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTORS Service code 21 | Bank Trustee | $196,246 |
LOOMIS SAYLES1+ years Service code 21 | Bank Trustee | $185,945 |
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 | Custodial (other than securities) | $156,292 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.67% | 3.11%-2.4pp | -1.61%+2.3pp | 3.11%-2.4pp |
| Employer contribution / active EE | $7,295 | $9,361-22.1% | $30,840-76.3% | $9,361-22.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |