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.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $11,903 |
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.
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 | $21,975 | $64,909-66.1% | $82,312-73.3% | $62,293-64.7% |
| Participation rate | 57.9% | 74.9%-17.0pp | 76.9%-19.0pp | 69.5%-11.7pp |
| Annual return | 16.57% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $943 | $1,676-43.7% | $2,428-61.2% | $2,042-53.8% |
| Participant deferral / active EE | $1,401 | $3,103-54.9% | $3,706-62.2% | $3,169-55.8% |
| Admin fee / account holder | $123 | $440-71.9% | $5,608-97.8% | $479-74.3% |