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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $93,549 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,103 | $155,795-56.3% | $136,298-50.0% | $69,631-2.2% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 19.42% | 232464.33%-232444.9pp | 5156.27%-5136.9pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $3,265 | $2,991+9.2% | $4,696-30.5% | $2,032+60.7% |
| Participant deferral / active EE | $5,539 | $5,394+2.7% | $6,247-11.3% | $3,224+71.8% |
| Admin fee / account holder | $88 | $128-31.2% | $9,244-99.0% | $110-20.1% |