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.7+ years Service code 12 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Claims processing | $1,599,000 |
PBGC PREMIUM7+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $549,537 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 | Bank Trustee | $406,822 |
FOUNDRY PARTNERS7+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $386,051 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: GRAYSTONE CONSULTING Service code 20 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Trustee (individual) | $370,210 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 21 | Bank Trustee | $334,704 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 | Bank Trustee | $278,728 |
INVESCO2 years Filed as: INVESCO TRUST CO Service code 21 · EIN 13-3459790 | Bank Trustee | $260,984 |
PNC BANK, N.A.7+ years Filed as: PNC ADVISORS Service code 18 · EIN 22-1146430 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Custodial (other than securities) | $194,572 |
Service code 21 | Bank Trustee | $102,140 |
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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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 12.32% | 19.39%-7.1pp | 11.08%+1.2pp | 19.39%-7.1pp |
| Employer contribution / active EE | $9,205 | $8,446+9.0% | $28,418-67.6% | $8,446+9.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |