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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $18,100 |
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.
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 | $22,072 | $59,191-62.7% | $76,767-71.2% | $56,289-60.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 77.0%-19.8pp | 69.9%-12.7pp |
| Annual return | -2.83% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,021 | $1,759-41.9% | $2,485-58.9% | $2,111-51.6% |
| Participant deferral / active EE | $1,516 | $3,255-53.4% | $3,852-60.6% | $3,350-54.7% |
| Admin fee / account holder | $165 | $489-66.4% | $6,675-97.5% | $521-68.4% |