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| 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 | $65,960-36.1% | $81,844-48.5% | $77,736-45.7% |
| Participation rate | 96.8% | 65.8%+31.0pp | 72.4%+24.4pp | 70.6%+26.2pp |
| Annual return | 17.96% | 26.64%-8.7pp | 778.87%-760.9pp | 31.26%-13.3pp |
| Employer contribution / active EE | $294 | $2,375-87.6% | $2,916-89.9% | $2,728-89.2% |
| Participant deferral / active EE | $3,949 | $3,505+12.6% | $4,323-8.7% | $4,651-15.1% |
| Admin fee / account holder | $130 | $526-75.2% | $7,355-98.2% | $433-69.9% |