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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $30,841 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 27 · EIN 22-1146430 | Advisory (Plan) | $11,115 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,776 | $89,123-62.1% | $102,460-67.0% | $77,762-56.6% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.3pp |
| Annual return | 17.18% | 25.05%-7.9pp | 29.47%-12.3pp | 31.27%-14.1pp |
| Employer contribution / active EE | $2,789 | $2,700+3.3% | $3,025-7.8% | $2,728+2.2% |
| Participant deferral / active EE | $4,350 | $5,148-15.5% | $5,056-14.0% | $4,651-6.5% |
| Admin fee / account holder | $157 | $236-33.3% | $9,460-98.3% | $433-63.7% |