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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Service code 59 · EIN 25-1211909 | Shareholder Servicing | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,595 | $42,772+67.4% | $87,502-18.2% | $55,167+29.8% |
| Participation rate | 77.4% | 66.5%+10.9pp | 73.8%+3.6pp | 69.0%+8.4pp |
| Annual return | 0.43% | 21.20%-20.8pp | 12.21%-11.8pp | 169.23%-168.8pp |
| Employer contribution / active EE | $917 | $1,277-28.1% | $2,550-64.0% | $1,963-53.3% |
| Participant deferral / active EE | $2,486 | $2,342+6.1% | $3,149-21.0% | $3,054-18.6% |
| Admin fee / account holder | $0 | $461-100.0% | $4,221-100.0% | $504-100.0% |