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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CARPENTERS COMBINED FUNDS INC.8+ years Service code 12 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Claims processing | $1,042,923 |
PBGC PREMIUM8+ years Filed as: PBGC Service code 73 | Other insurance fees and expenses | $562,592 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 21 | Bank Trustee | $399,443 |
FOUNDRY PARTNERS8+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $389,689 |
Filed as: EAGLE CAPITAL Service code 21 499 PARK AVE 17 · NEW YORK, NY 10022 | Bank Trustee | $364,473 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 | Bank Trustee | $329,323 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 | Bank Trustee | $321,120 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: GRAYSTONE CONSULTING Service code 20 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Trustee (individual) | $254,281 |
RIDGEWORTH1 year Filed as: KAYNE SMALL CAP Service code 21 | Bank Trustee | $237,656 |
TB SC OPP1 year Service code 21 116 ALLEGHENY CENTER MALL · PITTSBURGH, PA 15212 | Bank Trustee | $232,813 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $164,721-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -7.29% | -14.80%+7.5pp | -5.85%-1.4pp | -14.80%+7.5pp |
| Employer contribution / active EE | $9,709 | $8,996+7.9% | $31,839-69.5% | $8,996+7.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $2-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,000-100.0% | - |