Filed April 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3 years Service code 25 · EIN 25-1211909 | Directed Trustee | $53,296 |
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 | $40,262 | $46,423-13.3% | $75,901-47.0% | $67,579-40.4% |
| Participation rate | 97.9% | 63.1%+34.9pp | 69.3%+28.7pp | 71.3%+26.7pp |
| Annual return | 3.34% | 32.29%-29.0pp | 30.76%-27.4pp | 378.56%-375.2pp |
| Employer contribution / active EE | $3,637 | $1,406+158.6% | $2,501+45.4% | $2,148+69.3% |
| Participant deferral / active EE | $3,087 | $2,564+20.4% | $3,603-14.3% | $3,539-12.8% |
| Admin fee / account holder | $109 | $132-17.5% | $5,420-98.0% | $142-23.6% |