Filed March 31, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $21,602 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $54,505 | $67,602-19.4% | $82,312-33.8% | $70,126-22.3% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.3pp |
| Annual return | 13.97% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $3,003 | $1,755+71.1% | $2,428+23.7% | $2,343+28.2% |
| Participant deferral / active EE | $3,242 | $2,987+8.5% | $3,706-12.5% | $3,332-2.7% |
| Admin fee / account holder | $173 | $4,512-96.2% | $5,608-96.9% | $4,645-96.3% |