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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 TWO PNC PLAZA · PITTSBURGH, PA 15222 | Bank Trustee | $12,979 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,912 | $36,916-81.3% | $156,552-95.6% | $57,658-88.0% |
| Participation rate | 94.6% | 63.4%+31.2pp | 84.0%+10.6pp | 70.2%+24.4pp |
| Annual return | 6.23% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $252 | $1,571-84.0% | $5,501-95.4% | $1,974-87.2% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $36 | $82-55.9% | $13,028-99.7% | $95-61.5% |