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.6+ years Service code 12 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Claims processing | $1,000,567 |
PBGC PREMIUM6+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $535,023 |
FOUNDRY PARTNERS6+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $343,461 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 | Bank Trustee | $328,717 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: GRAYSTONE CONSULTING Service code 20 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Trustee (individual) | $313,707 |
INVESCO1 year Filed as: INVESCO TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $257,675 |
PNC BANK, N.A.6+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Custodial (other than securities) | $194,245 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 8300 GREENSBORO DRIVE, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $110,128 |
Filed as: PARAMETRICS Service code 21 | Bank Trustee | $75,000 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-2723087 | Bank Trustee | $60,327 |
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Employer contribution per participant 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 | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.01% | 6.00%+7.0pp | 8.01%+5.0pp | 5230.06%-5217.1pp |
| Employer contribution / active EE | $7,966 | $14,010-43.1% | $29,476-73.0% | $10,491-24.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |