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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 25 · EIN 25-1211909 | Directed Trustee | $247 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,445 | $64,909-71.6% | $82,312-77.6% | $62,293-70.4% |
| Participation rate | 36.2% | 74.9%-38.7pp | 76.9%-40.7pp | 69.5%-33.4pp |
| Annual return | 17.91% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $812 | $3,103-73.8% | $3,706-78.1% | $3,169-74.4% |
| Admin fee / account holder | $40 | $440-90.9% | $5,608-99.3% | $479-91.6% |