Filed March 6, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $66,991 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $70,814 | $41,256+71.6% | $86,582-18.2% | $77,958-9.2% |
| Participation rate | 22.1% | 63.0%-40.9pp | 73.5%-51.4pp | 71.6%-49.5pp |
| Annual return | 14.91% | 17.67%-2.8pp | 965.08%-950.2pp | 20.87%-6.0pp |
| Employer contribution / active EE | $369 | $1,613-77.1% | $2,839-87.0% | $2,310-84.0% |
| Participant deferral / active EE | $462 | $2,332-80.2% | $3,609-87.2% | $3,537-87.0% |
| Admin fee / account holder | $147 | $71+107.6% | $4,904-97.0% | $97+50.8% |