| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $2,692 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,388 | $69,305-69.1% | $82,312-74.0% | $69,634-69.3% |
| Participation rate | 81.5% | 80.3%+1.2pp | 76.9%+4.6pp | 70.7%+10.8pp |
| Annual return | 18.21% | 21.47%-3.3pp | 25.88%-7.7pp | 27572.26%-27554.0pp |
| Employer contribution / active EE | $611 | $1,887-67.6% | $2,428-74.8% | $2,032-69.9% |
| Participant deferral / active EE | $1,843 | $3,568-48.4% | $3,706-50.3% | $3,224-42.8% |
| Admin fee / account holder | $14 | $97-85.6% | $5,608-99.8% | $110-87.4% |