Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $0 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,241 | $59,186+25.4% | $76,768-3.3% | $56,287+31.9% |
| Participation rate | 69.4% | 75.2%-5.9pp | 77.0%-7.6pp | 69.9%-0.5pp |
| Annual return | -3.85% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $257 | $1,759-85.4% | $2,485-89.6% | $2,111-87.8% |
| Participant deferral / active EE | $2,780 | $3,255-14.6% | $3,852-27.8% | $3,350-17.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |