Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $45,442 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $26,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,175 | $65,946-36.0% | $81,783-48.4% | $77,671-45.7% |
| Participation rate | 96.8% | 65.8%+31.0pp | 72.4%+24.4pp | 70.6%+26.2pp |
| Annual return | 17.96% | 26.65%-8.7pp | 775.05%-757.1pp | 31.21%-13.2pp |
| Employer contribution / active EE | $294 | $2,371-87.6% | $2,913-89.9% | $2,726-89.2% |
| Participant deferral / active EE | $3,949 | $3,507+12.6% | $4,320-8.6% | $4,648-15.0% |
| Admin fee / account holder | $130 | $527-75.3% | $7,380-98.2% | $430-69.7% |