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.9+ years Service code 12 · EIN 25-1332392 650 RIDGE ROAD, SUITE 300 · PITTSBURGH, PA 15205 | Claims processing | $1,281,500 |
FOUNDRY PARTNERS9+ years Service code 21 · EIN 34-1172683 | Bank Trustee | $470,020 |
Filed as: EAGLE CAPITAL Service code 21 499 PARK AVE 17 · NEW YORK, NY 10022 | Bank Trustee | $427,458 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 21 | Bank Trustee | $353,207 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: GRAYSTONE CONSULTING Service code 20 1603 CARMODY COURT, SUITE 301 · SEWICKLEY, PA 15143 | Trustee (individual) | $349,275 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 21 | Bank Trustee | $345,225 |
RIDGEWORTH2 years Filed as: KAYNE SMALL CAP Service code 21 | Bank Trustee | $295,863 |
CHEIRON9+ years Service code 11 · EIN 13-4215617 8300 GREENSBORO DRIVE, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $291,040 |
Filed as: PRUDENTIAL Service code 21 · EIN 22-1211670 | Bank Trustee | $240,815 |
Filed as: CHARTWELL ASSET MANAGEMENT Service code 21 · EIN 23-2891243 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Bank Trustee | $237,564 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 5.97% | 33.11%-27.1pp | 20.18%-14.2pp | 33.11%-27.1pp |
| Employer contribution / active EE | $10,388 | $9,000+15.4% | $29,108-64.3% | $9,000+15.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $6-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |