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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 | $17,455 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $39,586 | $46,360-14.6% | $147,617-73.2% | $52,331-24.4% |
| Participation rate | 93.5% | 64.9%+28.6pp | 84.6%+8.9pp | 68.1%+25.4pp |
| Annual return | 1.06% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $832 | $2,126-60.9% | $5,564-85.0% | $1,882-55.8% |
| Participant deferral / active EE | $2,616 | $2,258+15.9% | $4,895-46.6% | $3,022-13.5% |
| Admin fee / account holder | $90 | $766-88.3% | $11,612-99.2% | $592-84.8% |