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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $1,625 |
PNC BANK, N.A.4+ years 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.
Employer 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 | $54,859 | $42,810+28.1% | $169,452-67.6% | $55,725-1.6% |
| Participation rate | 69.3% | 64.7%+4.5pp | 77.8%-8.5pp | 70.9%-1.6pp |
| Annual return | -4.10% | -3.61%-0.5pp | 1.83%-5.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $218 | $1,402-84.5% | $4,157-94.8% | $2,078-89.5% |
| Participant deferral / active EE | $3,518 | $3,141+12.0% | $5,277-33.3% | $3,356+4.8% |
| Admin fee / account holder | $4 | $106-96.1% | $9,110-100.0% | $115-96.4% |