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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $76,822 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,916 | $51,620+50.9% | $90,324-13.7% | $65,186+19.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 2.16% | 24.94%-22.8pp | 78.15%-76.0pp | 29.39%-27.2pp |
| Employer contribution / active EE | $4,851 | $2,235+117.1% | $2,856+69.9% | $2,177+122.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $218 | $384-43.4% | $5,356-95.9% | $847-74.3% |