Filed April 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6 years Service code 21 · EIN 25-1211909 | Bank Trustee | $76,927 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,222 | $44,764-16.8% | $68,808-45.9% | $64,819-42.6% |
| Participation rate | 94.0% | 64.8%+29.2pp | 69.0%+25.0pp | 71.5%+22.5pp |
| Annual return | -16.03% | -10.91%-5.1pp | -6.37%-9.7pp | 32.84%-48.9pp |
| Employer contribution / active EE | $3,984 | $1,775+124.4% | $2,656+50.0% | $2,507+58.9% |
| Participant deferral / active EE | $3,830 | $3,238+18.3% | $3,942-2.8% | $4,311-11.1% |
| Admin fee / account holder | $130 | $151-14.4% | $4,936-97.4% | $188-31.0% |