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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK N.A. Service code 25 · EIN 25-1211909 | Directed Trustee | $1,875 |
PNC BANK, N.A.2+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,202 | $63,905-60.6% | $74,184-66.0% | $57,658-56.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.57% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,356 | $1,840-26.3% | $2,370-42.8% | $1,974-31.3% |
| Participant deferral / active EE | $1,415 | $3,448-59.0% | $3,550-60.1% | $3,061-53.8% |
| Admin fee / account holder | $3 | $91-96.6% | $5,586-99.9% | $95-96.8% |