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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK,N.A. Service code 25 · EIN 25-1211909 | Directed Trustee | $8,555 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $52,922 | $64,909-18.5% | $82,313-35.7% | $62,293-15.0% |
| Participation rate | 69.9% | 74.9%-4.9pp | 76.9%-7.0pp | 69.5%+0.4pp |
| Annual return | 18.11% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $524 | $1,676-68.7% | $2,428-78.4% | $2,042-74.3% |
| Participant deferral / active EE | $1,210 | $3,103-61.0% | $3,706-67.4% | $3,169-61.8% |
| Admin fee / account holder | $78 | $440-82.3% | $5,608-98.6% | $479-83.8% |