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.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 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% | $29,475-73.0% | $10,491-24.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |