Filed April 12, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 25 · EIN 25-1211909 | Directed Trustee | $27,651 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,530 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,492 | $44,059-3.6% | $71,671-40.7% | $69,631-39.0% |
| Participation rate | 92.4% | 60.8%+31.7pp | 68.7%+23.7pp | 70.7%+21.8pp |
| Annual return | 12.55% | 21.97%-9.4pp | 20.65%-8.1pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $3,603 | $1,305+176.2% | $2,460+46.5% | $2,032+77.3% |
| Participant deferral / active EE | $2,598 | $2,370+9.6% | $3,438-24.4% | $3,224-19.4% |
| Admin fee / account holder | $138 | $108+28.6% | $5,558-97.5% | $110+25.4% |