Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $12,185 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,963 | $88,324-77.4% | $115,038-82.6% | $55,191-63.8% |
| Participation rate | 91.4% | 72.5%+18.9pp | 81.4%+10.0pp | 69.2%+22.3pp |
| Annual return | -0.32% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $399 | $2,805-85.8% | $4,608-91.3% | $1,899-79.0% |
| Participant deferral / active EE | $2,343 | $5,042-53.5% | $6,026-61.1% | $3,046-23.1% |
| Admin fee / account holder | $16 | $105-84.5% | $8,175-99.8% | $91-82.1% |